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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 | |
|---|---|---|---|---|---|---|
1501
StepStone Group
STEP
$4.07B
| $27.8K | ﹤0.01% |
+426
| New | +$26K |
|
1502
Marathon Digital Holdings
MARA
$3.74B
| $27.8K | ﹤0.01% |
+1,520
| New | +$25.6K |
|
1503
Generac Holdings
GNRC
$12.7B
| $27.6K | ﹤0.01% |
+165
| New | +$28.9K |
|
1504
Crane Co
CR
$12.7B
| $27.6K | ﹤0.01% |
+150
| New | +$28.3K |
|
1505
Sportradar
SRAD
$3.93B
| $27.6K | ﹤0.01% |
+1,025
| New | +$30.4K |
|
1506
SLM Corp
SLM
$5.11B
| $27.5K | ﹤0.01% |
+992
| New | +$31K |
|
1507
Penumbra
PEN
$12.9B
| $27.4K | ﹤0.01% |
+108
| New | +$27.2K |
|
1508
APi Group
APG
$18.5B
| $27.3K | ﹤0.01% |
+795
| New | +$27.7K |
|
1509
Invesco S&P SmallCap Financials ETF
PSCF
$27.2M
| $27.3K | ﹤0.01% |
+476
| New | +$27.1K |
|
1510
VanEck Brazil Small-Cap ETF
BRF
$20.5M
| $27.3K | ﹤0.01% |
+1,675
| New | +$25.5K |
|
1511
TG Therapeutics
TGTX
$7.64B
| $27.2K | ﹤0.01% |
+754
| New | +$24.8K |
|
|
TLN
1512
Talen Energy Corp
TLN
$17.1B
| $27.2K | ﹤0.01% |
+64
| New | +$23.1K |
|
1513
EnerSys
ENS
$6.79B
| $27.2K | ﹤0.01% |
+241
| New | +$23.7K |
|
1514
Riot Platforms
RIOT
$7.65B
| $27.2K | ﹤0.01% |
+1,429
| New | +$19.8K |
|
1515
Gentex
GNTX
$5.04B
| $27.1K | ﹤0.01% |
+959
| New | +$25.5K |
|
1516
Tetra Tech
TTEK
$9.06B
| $27.1K | ﹤0.01% |
+811
| New | +$29.5K |
|
1517
Schwab High Yield Bond ETF
SCYB
$2.75B
| $26.9K | ﹤0.01% |
+1,006
| New | +$26.7K |
|
1518
Liberty Broadband Class A
LBRDA
$5.33B
| $26.9K | ﹤0.01% |
+424
| New | +$29.5K |
|
1519
St. Joe Company
JOE
$3.89B
| $26.8K | ﹤0.01% |
+542
| New | +$27.3K |
|
1520
Watts Water Technologies
WTS
$12.8B
| $26.8K | ﹤0.01% |
+96
| New | +$25.7K |
|
1521
Infosys
INFY
$51B
| $26.8K | ﹤0.01% |
+1,647
| New | +$28.4K |
|
1522
Adient
ADNT
$1.48B
| $26.8K | ﹤0.01% |
+1,112
| New | +$26K |
|
1523
Trade Desk
TTD
$6.37B
| $26.8K | ﹤0.01% |
+546
| New | +$34.6K |
|
1524
Vanguard US Quality Factor ETF
VFQY
$499M
| $26.8K | ﹤0.01% |
+177
| New | +$26.2K |
|
|
BRSL
1525
Brightstar Lottery PLC
BRSL
$2.07B
| $26.7K | ﹤0.01% |
+1,545
| New | +$24.7K |
|
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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.