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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
+2.11%
1 Year Est. Return
+21.48%
3 Year Est. Return
+58.98%
5 Year Est. Return
+56.16%
10 Year Est. Return
–
AUM
$12.6B
AUM Growth
-$6.56B
Cap. Flow
-$6.86B
Cap. Flow %
-54.57%
Top 10 Hldgs %
47.31%
Holding
3,079
New
21
Increased
693
Reduced
242
Closed
2,043

Top Buys

Rank Stock Value
1
PCLG
Polen Focus Growth ETF
PCLG
+$54.4M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$48.7M
3
AAPL icon
Apple
AAPL
+$39.7M
4
MSFT icon
Microsoft
MSFT
+$34M
5
NVDA icon
NVIDIA
NVDA
+$30.5M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76B
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$716M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$704M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$477M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$401M

Sector Composition

Rank Sector Weight
1 Technology 4.4%
2 Financials 3.21%
3 Communication Services 1.81%
4 Consumer Discretionary 1.24%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFEV icon
1476
Dimensional Emerging Markets Value ETF
DFEV
$2.08B
– –
-1,972
Closed -$62.9K
DFIN icon
1477
Donnelley Financial Solutions
DFIN
$1.16B
– –
-59
Closed -$3.04K
DFH icon
1478
Dream Finders Homes
DFH
$1.28B
– –
-8
Closed -$207
DFJ icon
1479
WisdomTree Japan SmallCap Dividend Fund
DFJ
$397M
– –
-77
Closed -$7.3K
DFLV icon
1480
Dimensional US Large Cap Value ETF
DFLV
$6.99B
– –
-978
Closed -$32.2K
DGII icon
1481
Digi International
DGII
$3.17B
– –
-180
Closed -$6.56K
DGP icon
1482
DB Gold Double Long ETN due February 15, 2038
DGP
$251M
– –
-110
Closed -$14.6K
DGS icon
1483
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.76B
– –
-973
Closed -$55.6K
DHT icon
1484
DHT Holdings
DHT
$2.93B
– –
-207
Closed -$2.47K
DHY
1485
Credit Suisse High Yield Credit Fund
DHY
$242M
– –
-11,903
Closed -$24.5K
DIN icon
1486
Dine Brands
DIN
$454M
– –
-6
Closed -$148
DINO icon
1487
HF Sinclair
DINO
$15.2B
– –
-3,755
Closed -$197K
DIOD icon
1488
Diodes
DIOD
$4.75B
– –
-323
Closed -$17.2K
DIVO icon
1489
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.8B
– –
-1,300
Closed -$57.9K
DKNG icon
1490
DraftKings
DKNG
$12.6B
– –
-8,491
Closed -$318K
DLB icon
1491
Dolby
DLB
$5.75B
– –
-77
Closed -$5.57K
DLO icon
1492
dLocal
DLO
$4.15B
– –
-3,640
Closed -$52K
DLTH icon
1493
Duluth Holdings
DLTH
$152M
– –
-172
Closed -$673
DLX icon
1494
Deluxe
DLX
$1.09B
– –
-247
Closed -$4.78K
DMLP icon
1495
Dorchester Minerals
DMLP
$1.33B
– –
-1,205
Closed -$31.2K
DNOW icon
1496
DNOW Inc
DNOW
$3.01B
– –
-244
Closed -$3.72K
DNP icon
1497
DNP Select Income Fund
DNP
$4.1B
– –
-5,403
Closed -$54.1K
DOC icon
1498
Healthpeak Properties
DOC
$14.1B
– –
-5,306
Closed -$102K
DOCN icon
1499
DigitalOcean
DOCN
$14.2B
– –
-212
Closed -$7.24K
DOCS icon
1500
Doximity
DOCS
$4.65B
– –
-565
Closed -$41.3K
58 59
60
61 62

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HNB
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NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Wealthspire Advisors (New York)'s Q4 2025 Portfolio in Review

As of Q4 2025, Wealthspire Advisors (New York) held 3,079 positions worth $12.6B, down 34% from $19.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Wealthspire Advisors (New York) withdrew a net $6.86B in Q4 2025, closing 2,043 positions and reducing 242 holdings. Its most notable exit was Metsera Inc, an estimated $11.2M position sold in full.

By sector, the portfolio is most concentrated in Technology at 4.4% of assets, up from 2.1% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Wealthspire Advisors (New York) opened a new position in Reaves Utility Income Fund worth $5.28M.

  • Wealthspire Advisors (New York)'s largest Q4 2025 buy was Reaves Utility Income Fund: 144,310 shares worth $5.28M.
  • Wealthspire Advisors (New York) added most to Polen Focus Growth ETF in Q4 2025, an estimated $54.4M increase.
  • Wealthspire Advisors (New York)'s biggest Q4 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.76B.
  • Wealthspire Advisors (New York) fully exited Metsera Inc in Q4 2025, selling an estimated $11.2M.
  • Wealthspire Advisors (New York)'s ten largest holdings make up 47% of its $12.6B portfolio in Q4 2025.
  • Wealthspire Advisors (New York) opened 21 new positions and closed 2,043 in Q4 2025.
  • Wealthspire Advisors (New York)'s portfolio value fell 34% quarter-over-quarter to $12.6B.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.