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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
EAT icon
1526
Brinker International
EAT
$9.49B
– –
-128
Closed -$16.2K
EBC icon
1527
Eastern Bankshares
EBC
$5.29B
– –
-43
Closed -$780
EBND icon
1528
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.27B
– –
-110
Closed -$2.35K
AXIA
1529
DELISTED
AXIA Energia
AXIA
– –
-414
Closed -$3.25K
EBS icon
1530
Emergent Biosolutions
EBS
$228M
– –
-197
Closed -$1.74K
ECVT icon
1531
Ecovyst
ECVT
$1.11B
– –
-10
Closed -$88
EDU icon
1532
New Oriental
EDU
$8.84B
– –
-106
Closed -$5.63K
EDV icon
1533
Vanguard World Funds Extended Duration ETF
EDV
$3.47B
– –
-1,541
Closed -$105K
EEFT icon
1534
Euronet Worldwide
EEFT
$2.64B
– –
-400
Closed -$35.1K
EEMA icon
1535
iShares MSCI Emerging Markets Asia ETF
EEMA
$859M
– –
-184
Closed -$16.9K
EEMV icon
1536
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.55B
– –
-519
Closed -$33.1K
EEMS icon
1537
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$375M
– –
-210
Closed -$14.2K
EES icon
1538
WisdomTree US SmallCap Earnings Fund
EES
$727M
– –
-1,314
Closed -$73.4K
EFC
1539
Ellington Financial
EFC
$1.75B
– –
-59
Closed -$769
EFSC icon
1540
Enterprise Financial Services Corp
EFSC
$2.4B
– –
-4
Closed -$232
EFX icon
1541
Equifax
EFX
$21.4B
– –
-137
Closed -$35.1K
EGBN icon
1542
Eagle Bancorp
EGBN
$865M
– –
-1,178
Closed -$23.8K
EGHT icon
1543
8x8 Inc
EGHT
$309M
– –
-108,183
Closed -$229K
EGP icon
1544
EastGroup Properties
EGP
$10.8B
– –
-92
Closed -$15.6K
EHC icon
1545
Encompass Health
EHC
$12.4B
– –
-353
Closed -$44.8K
EIS icon
1546
iShares MSCI Israel ETF
EIS
$886M
– –
-165
Closed -$16.6K
EIX icon
1547
Edison International
EIX
$26.9B
– –
-1,103
Closed -$61K
ELAN icon
1548
Elanco Animal Health
ELAN
$11.4B
– –
-917
Closed -$18.5K
ELF icon
1549
e.l.f. Beauty
ELF
$5.61B
– –
-198
Closed -$26.2K
ELME
1550
Elme Communities
ELME
$144M
– –
-2,896
Closed -$48.8K
60 61
62
63 64

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HNB
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NC
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LA
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SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
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.