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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
ELS icon
1551
Equity Lifestyle Properties
ELS
$12.4B
– –
-371
Closed -$22.5K
EMB icon
1552
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
– –
-215
Closed -$20.5K
EMBC icon
1553
Embecta
EMBC
$276M
– –
-473
Closed -$6.67K
EMLC icon
1554
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.78B
– –
-6
Closed -$154
EMN icon
1555
Eastman Chemical
EMN
$8.55B
– –
-373
Closed -$23.5K
EMO
1556
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.04B
– –
-890
Closed -$40K
EMQQ icon
1557
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$276M
– –
-59
Closed -$2.74K
EMXC icon
1558
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
– –
-187
Closed -$12.6K
ENOV icon
1559
Enovis
ENOV
$1.42B
– –
-115
Closed -$3.49K
ENPH icon
1560
Enphase Energy
ENPH
$5.59B
– –
-1,774
Closed -$62.8K
ENR icon
1561
Energizer
ENR
$1.53B
– –
-165
Closed -$4.11K
ENS icon
1562
EnerSys
ENS
$6.79B
– –
-241
Closed -$27.2K
ENSG icon
1563
The Ensign Group
ENSG
$10.5B
– –
-172
Closed -$29.7K
ENTG icon
1564
Entegris
ENTG
$23B
– –
-235
Closed -$21.7K
ENVA icon
1565
Enova International
ENVA
$6.4B
– –
-37
Closed -$4.26K
ENVX icon
1566
Enovix
ENVX
$1.05B
– –
-9
Closed -$90
ENX
1567
DELISTED
Eaton Vance New York Municipal Bond Fund
ENX
– –
-18,550
Closed -$183K
EOS
1568
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
– –
-8,019
Closed -$192K
EOSE icon
1569
Eos Energy Enterprises
EOSE
$1.54B
– –
-2,636
Closed -$30K
EPAC icon
1570
Enerpac Tool Group
EPAC
$1.91B
– –
-3,577
Closed -$147K
EPAM icon
1571
EPAM Systems
EPAM
$5.15B
– –
-12
Closed -$1.81K
EPI icon
1572
WisdomTree India Earnings Fund ETF
EPI
$2.05B
– –
-662
Closed -$29.3K
EPP icon
1573
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
– –
-2,800
Closed -$144K
EPR icon
1574
EPR Properties
EPR
$4.58B
– –
-281
Closed -$16.3K
EPRT icon
1575
Essential Properties Realty Trust
EPRT
$6.5B
– –
-284
Closed -$8.45K
61 62
63
64 65

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NC
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LA
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SA
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MCM
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BBHC
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FCM
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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.