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WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$18.2B
1-Year Est. Return
21.48%
This Fund
S&P 500
This Quarter
Est. Return
+6.7%
1 Year Est. Return
+21.48%
3 Year Est. Return
+58.98%
5 Year Est. Return
+56.16%
10 Year Est. Return
–
AUM
$19.1B
AUM Growth
+$1.33B
(+7.5%)
Cap. Flow
+$184M
Cap. Flow
% of AUM
0.96%
Top 10 Holdings %
Top 10 Hldgs %
57.93%
Holding
3,078
New
2,229
Increased
233
Reduced
500
Closed
17
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$133M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
+$42.1M |
| 3 |
Calvert US Large-Cap Core Responsible Index ETF
CVLC
|
+$41.1M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$33.1M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$32.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$117M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$25.2M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$19.1M |
| 4 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$16.6M |
| 5 |
Johnson & Johnson
JNJ
|
+$14.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.08% |
| 2 | Financials | 1.73% |
| 3 | Consumer Discretionary | 0.63% |
| 4 | Communication Services | 0.62% |
| 5 | Healthcare | 0.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1426
Clean Harbors
CLH
$16.6B
| $31.8K | ﹤0.01% |
+137
| New | +$32.4K |
|
1427
Advanced Drainage Systems
WMS
$10.8B
| $31.8K | ﹤0.01% |
+229
| New | +$30.1K |
|
1428
Mueller Industries
MLI
$15.1B
| $31.6K | ﹤0.01% |
+626
| New | +$28.7K |
|
1429
SouthState Bank Corp
SSB
$10.7B
| $31.6K | ﹤0.01% |
+320
| New | +$31.4K |
|
1430
ARK Blockchain & Fintech Innovation ETF
ARKF
$765M
| $31.6K | ﹤0.01% |
+557
| New | +$29.9K |
|
1431
Philips
PHG
$26.5B
| $31.6K | ﹤0.01% |
+1,203
| New | +$30.9K |
|
1432
BlackRock Limited Duration Income Trust
BLW
$493M
| $31.5K | ﹤0.01% |
+2,253
| New | +$31.8K |
|
1433
Pinnacle Financial Partners Inc
PNFP
$16B
| $31.5K | ﹤0.01% |
+336
| New | +$33.5K |
|
|
WAY
1434
Waystar Holding Corp
WAY
$4.75B
| $31.5K | ﹤0.01% |
+830
| New | +$30.8K |
|
|
PPLT
1435
abrdn Physical Platinum Shares ETF
PPLT
$2.03B
| $31.4K | ﹤0.01% |
+2,200
| New | +$27.8K |
|
1436
Medpace
MEDP
$16.9B
| $31.4K | ﹤0.01% |
+61
| New | +$26.6K |
|
|
TRST
1437
Trustco Bank Corp NY
TRST
$952M
| $31.3K | ﹤0.01% |
+863
| New | +$31.5K |
|
1438
Organon & Co
OGN
$3.58B
| $31.3K | ﹤0.01% |
+2,931
| New | +$28.8K |
|
1439
Rubrik
RBRK
$20B
| $31.3K | ﹤0.01% |
+380
| New | +$32.7K |
|
1440
RBC Bearings
RBC
$17.4B
| $31.2K | ﹤0.01% |
+80
| New | +$31.1K |
|
1441
Dorchester Minerals
DMLP
$1.33B
| $31.2K | ﹤0.01% |
+1,205
| New | +$31.5K |
|
1442
VICI Properties
VICI
$28.7B
| $31.1K | ﹤0.01% |
+952
| New | +$31.4K |
|
1443
Capital Southwest
CSWC
$1.59B
| $31K | ﹤0.01% |
+1,418
| New | +$32.3K |
|
1444
CrossAmerica Partners
CAPL
$865M
| $31K | ﹤0.01% |
+1,473
| New | +$30.8K |
|
1445
GameStop
GME
$8.48B
| $31K | ﹤0.01% |
+1,135
| New | +$26.9K |
|
1446
Knowles
KN
$3.3B
| $30.9K | ﹤0.01% |
+1,324
| New | +$27.1K |
|
1447
Essent Group
ESNT
$6.14B
| $30.8K | ﹤0.01% |
+485
| New | +$29.5K |
|
|
GTLS
1448
DELISTED
Chart Industries
GTLS
| $30.8K | ﹤0.01% |
+154
| New | +$29.3K |
|
1449
TTM Technologies
TTMI
$13.7B
| $30.8K | ﹤0.01% |
+535
| New | +$24.9K |
|
1450
PACCAR
PCAR
$69.9B
| $30.8K | ﹤0.01% |
+313
| New | +$30.9K |
|
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Wealthspire Advisors (New York)'s Q3 2025 Portfolio in Review
As of Q3 2025, Wealthspire Advisors (New York) held 3,078 positions worth $19.1B, up 7.5% from $17.8B the previous quarter. Its ten largest holdings account for 58% of the portfolio.
Wealthspire Advisors (New York)'s Q3 2025 filing shows 2,229 new, 233 increased, 500 reduced and 17 closed positions. Its largest new stake was Rocket Companies: 877,997 shares worth $17M. The largest sale was Microsoft, an estimated $117M.
By sector, the portfolio is most concentrated in Technology at 2.1% of assets, down from 2.8% a quarter earlier, followed by Financials and Consumer Discretionary.
- Wealthspire Advisors (New York)'s largest Q3 2025 buy was Rocket Companies: 877,997 shares worth $17M.
- Wealthspire Advisors (New York) added most to Vanguard FTSE Developed Markets ETF in Q3 2025, an estimated $133M increase.
- Wealthspire Advisors (New York)'s biggest Q3 2025 reduction was Microsoft, cutting an estimated $117M.
- Wealthspire Advisors (New York) fully exited Reaves Utility Income Fund in Q3 2025, selling an estimated $3.53M.
- Wealthspire Advisors (New York)'s ten largest holdings make up 58% of its $19.1B portfolio in Q3 2025.
- Wealthspire Advisors (New York) opened 2,229 new positions and closed 17 in Q3 2025.
- Wealthspire Advisors (New York)'s portfolio value rose 7.5% quarter-over-quarter to $19.1B.
Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2025, filed 14 Nov 2025.