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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
DOMO icon
1501
Domo
DOMO
$184M
– –
-125
Closed -$1.98K
DORM icon
1502
Dorman Products
DORM
$3.95B
– –
-481
Closed -$75K
DOX icon
1503
Amdocs
DOX
$6.1B
– –
-45
Closed -$3.72K
DPZ icon
1504
Domino's
DPZ
$11.8B
– –
-40
Closed -$17.3K
DRH icon
1505
Diamondrock Hospitality Co
DRH
$2.46B
– –
-644
Closed -$5.13K
DRIO icon
1506
DarioHealth
DRIO
$74.8M
– –
-34
Closed -$590
DRIV icon
1507
Global X Autonomous & Electric Vehicles ETF
DRIV
$392M
– –
-100
Closed -$2.83K
DRLL icon
1508
Strive US Energy ETF
DRLL
$302M
– –
-679
Closed -$19.5K
DRS icon
1509
Leonardo DRS
DRS
$11.9B
– –
-38
Closed -$1.73K
DRVN icon
1510
Driven Brands
DRVN
$2.04B
– –
-30
Closed -$483
DSGX icon
1511
Descartes Systems
DSGX
$6.78B
– –
-98
Closed -$9.23K
DT icon
1512
Dynatrace
DT
$14.4B
– –
-708
Closed -$34.3K
DUOL icon
1513
Duolingo
DUOL
$6.34B
– –
-102
Closed -$32.8K
DVA icon
1514
DaVita
DVA
$11.4B
– –
-147
Closed -$19.5K
DV icon
1515
DoubleVerify
DV
$2.03B
– –
-216
Closed -$2.59K
DVAX
1516
DELISTED
Dynavax Technologies
DVAX
– –
-23
Closed -$228
DWM icon
1517
WisdomTree International Equity Fund
DWM
$692M
– –
-258
Closed -$17.1K
DWX icon
1518
State Street SPDR S&P International Dividend ETF
DWX
$528M
– –
-750
Closed -$32K
DXCM icon
1519
DexCom
DXCM
$33.8B
– –
-772
Closed -$51.9K
DXC icon
1520
DXC Technology
DXC
$1.73B
– –
-385
Closed -$5.25K
DXJ icon
1521
WisdomTree Japan Hedged Equity Fund
DXJ
$7.43B
– –
-374
Closed -$47.9K
DXLG icon
1522
Destination XL Group
DXLG
$32.2M
– –
-1,000
Closed -$1.31K
DY icon
1523
Dycom Industries
DY
$12.1B
– –
-73
Closed -$21.3K
DYNF icon
1524
BlackRock US Equity Factor Rotation ETF
DYNF
$40.1B
– –
-684
Closed -$40.5K
E icon
1525
ENI
E
$80.3B
– –
-256
Closed -$8.95K
59 60
61
62 63

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HNB
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NC
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LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
SA
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MCM
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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.