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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 | |
|---|---|---|---|---|---|---|
1526
Primoris Services
PRIM
$4.42B
| $26.6K | ﹤0.01% |
+194
| New | +$20.8K |
|
1527
Ameris Bancorp
ABCB
$5.92B
| $26.6K | ﹤0.01% |
+363
| New | +$25.6K |
|
1528
Avnet
AVT
$7.87B
| $26.6K | ﹤0.01% |
+509
| New | +$27.4K |
|
|
COOP
1529
DELISTED
Mr. Cooper
COOP
| $26.4K | ﹤0.01% |
+125
| New | +$23K |
|
1530
TKO Group
TKO
$14.2B
| $26.3K | ﹤0.01% |
+130
| New | +$23.8K |
|
1531
e.l.f. Beauty
ELF
$5.61B
| $26.2K | ﹤0.01% |
+198
| New | +$24.4K |
|
1532
Impinj
PI
$5.32B
| $26.2K | ﹤0.01% |
+145
| New | +$22.9K |
|
1533
Range Resources
RRC
$9.5B
| $26.2K | ﹤0.01% |
+696
| New | +$24.9K |
|
1534
Cambria Global Value ETF
GVAL
$594M
| $26.1K | ﹤0.01% |
+893
| New | +$25.4K |
|
1535
Nordson
NDSN
$17.3B
| $26.1K | ﹤0.01% |
+115
| New | +$25.3K |
|
1536
Ovintiv
OVV
$17.6B
| $26.1K | ﹤0.01% |
+646
| New | +$26.3K |
|
|
ALE
1537
DELISTED
Allete
ALE
| $26K | ﹤0.01% |
+392
| New | +$25.5K |
|
1538
Fulton Financial
FULT
$4.65B
| $25.9K | ﹤0.01% |
+1,388
| New | +$26.3K |
|
|
WTPI
1539
WisdomTree Equity Premium Income Fund
WTPI
$504M
| $25.7K | ﹤0.01% |
+773
| New | +$25.3K |
|
1540
Vital Farms
VITL
$496M
| $25.7K | ﹤0.01% |
+625
| New | +$27.1K |
|
1541
iShares Global Comm Services ETF
IXP
$567M
| $25.7K | ﹤0.01% |
+208
| New | +$24.4K |
|
1542
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.79B
| $25.7K | ﹤0.01% |
+1,002
| New | +$25.5K |
|
1543
East-West Bancorp
EWBC
$18.2B
| $25.5K | ﹤0.01% |
+240
| New | +$25.3K |
|
1544
iShares Floating Rate Bond ETF
FLOT
$10.5B
| $25.5K | ﹤0.01% |
+500
| New | +$25.5K |
|
1545
Xylem
XYL
$28.8B
| $25.5K | ﹤0.01% |
+173
| New | +$24K |
|
1546
Chemed
CHE
$7.02B
| $25.5K | ﹤0.01% |
+57
| New | +$25.8K |
|
1547
Peabody Energy
BTU
$2.98B
| $25.4K | ﹤0.01% |
+959
| New | +$17.1K |
|
1548
Avantis International Small Cap Value ETF
AVDV
$19.8B
| $25.4K | ﹤0.01% |
+285
| New | +$24K |
|
1549
Kulicke & Soffa
KLIC
$4.76B
| $25.4K | ﹤0.01% |
+624
| New | +$23.1K |
|
1550
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
| $25.2K | ﹤0.01% |
+282
| 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.