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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 | |
|---|---|---|---|---|---|---|
1451
SPX Corp
SPXC
$10.8B
| $30.6K | ﹤0.01% |
+164
| New | +$30.3K |
|
1452
Group 1 Automotive
GPI
$3.19B
| $30.6K | ﹤0.01% |
+70
| New | +$31.4K |
|
1453
Appian
APPN
$2.54B
| $30.6K | ﹤0.01% |
+1,000
| New | +$30.1K |
|
1454
Okta
OKTA
$26.2B
| $30.5K | ﹤0.01% |
+333
| New | +$31.1K |
|
1455
GATX Corp
GATX
$6.28B
| $30.4K | ﹤0.01% |
+174
| New | +$28.1K |
|
1456
OSI Systems
OSIS
$3.84B
| $30.4K | ﹤0.01% |
+122
| New | +$27.8K |
|
|
MAVF
1457
Matrix Advisors Value ETF
MAVF
$95M
| $30.4K | ﹤0.01% |
+260
| New | +$29.2K |
|
|
CVSA
1458
Covista Inc
CVSA
$4.31B
| $30.4K | ﹤0.01% |
+197
| New | +$25.2K |
|
1459
Valley National Bancorp
VLY
$8.17B
| $30.3K | ﹤0.01% |
+2,863
| New | +$28.6K |
|
1460
Gabelli Dividend & Income Trust
GDV
$2.68B
| $30.2K | ﹤0.01% |
+1,112
| New | +$29.7K |
|
1461
Global X Silver Miners ETF NEW
SIL
$4.85B
| $30.1K | ﹤0.01% |
+420
| New | +$23.5K |
|
|
TXNM
1462
TXNM Energy Inc
TXNM
$5.91B
| $30K | ﹤0.01% |
+531
| New | +$30.1K |
|
1463
Eos Energy Enterprises
EOSE
$1.53B
| $30K | ﹤0.01% |
+2,636
| New | +$18K |
|
1464
Applied Digital
APLD
$8.56B
| $29.8K | ﹤0.01% |
+1,300
| New | +$19.2K |
|
1465
Applied Industrial Technologies
AIT
$13.2B
| $29.8K | ﹤0.01% |
+114
| New | +$29.9K |
|
1466
The Ensign Group
ENSG
$10.5B
| $29.7K | ﹤0.01% |
+172
| New | +$27.4K |
|
1467
EOG Resources
EOG
$75.1B
| $29.7K | ﹤0.01% |
+265
| New | +$31.6K |
|
1468
First Trust Nasdaq Oil & Gas ETF
FTXN
$163M
| $29.7K | ﹤0.01% |
+1,043
| New | +$29.2K |
|
1469
Capital Group International Focus Equity ETF
CGXU
$6.55B
| $29.6K | ﹤0.01% |
+1,000
| New | +$27.9K |
|
1470
Synchrony
SYF
$25.6B
| $29.5K | ﹤0.01% |
+416
| New | +$30.1K |
|
1471
VanEck Social Sentiment ETF
BUZZ
$98.9M
| $29.4K | ﹤0.01% |
+817
| New | +$26.6K |
|
1472
AutoNation
AN
$6.94B
| $29.3K | ﹤0.01% |
+134
| New | +$28.2K |
|
1473
Gaming and Leisure Properties
GLPI
$12.5B
| $29.3K | ﹤0.01% |
+628
| New | +$29.6K |
|
1474
ScottsMiracle-Gro
SMG
$3.63B
| $29.3K | ﹤0.01% |
+514
| New | +$32.4K |
|
1475
Coupang
CPNG
$29.7B
| $29.3K | ﹤0.01% |
+909
| New | +$27.5K |
|
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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.