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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 | |
|---|---|---|---|---|---|---|
1626
Cooper Companies
COO
$15B
| $21.9K | ﹤0.01% |
+319
| New | +$22.6K |
|
1627
Old National Bancorp
ONB
$10.3B
| $21.8K | ﹤0.01% |
+994
| New | +$22K |
|
1628
AppFolio
APPF
$7.19B
| $21.8K | ﹤0.01% |
+79
| New | +$21.3K |
|
1629
Carlyle Group
CG
$17.4B
| $21.8K | ﹤0.01% |
+347
| New | +$21.7K |
|
|
SNV
1630
DELISTED
Synovus
SNV
| $21.7K | ﹤0.01% |
+443
| New | +$22.7K |
|
1631
Entegris
ENTG
$23B
| $21.7K | ﹤0.01% |
+235
| New | +$20K |
|
1632
Resideo Technologies
REZI
$3.67B
| $21.6K | ﹤0.01% |
+500
| New | +$15.6K |
|
1633
Waters Corp
WAT
$40.7B
| $21.6K | ﹤0.01% |
+72
| New | +$21.7K |
|
1634
RadNet
RDNT
$6B
| $21.6K | ﹤0.01% |
+283
| New | +$18.4K |
|
1635
TRI-Continental Corp
TY
$1.9B
| $21.5K | ﹤0.01% |
+633
| New | +$20.9K |
|
1636
Vanguard Russell 2000 Growth ETF
VTWG
$1.55B
| $21.5K | ﹤0.01% |
+92
| New | +$20.3K |
|
1637
StoneX
SNEX
$7.96B
| $21.5K | ﹤0.01% |
+479
| New | +$20.3K |
|
1638
IDEX
IEX
$17.5B
| $21.5K | ﹤0.01% |
+132
| New | +$22.3K |
|
1639
ATI
ATI
$31.3B
| $21.5K | ﹤0.01% |
+264
| New | +$21.4K |
|
1640
Cirrus Logic
CRUS
$6.11B
| $21.4K | ﹤0.01% |
+171
| New | +$19K |
|
1641
AptarGroup
ATR
$8.57B
| $21.4K | ﹤0.01% |
+160
| New | +$23.1K |
|
|
MSLC
1642
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
$4.1B
| $21.4K | ﹤0.01% |
+393
| New | +$20.7K |
|
1643
Powell Industries
POWL
$7.59B
| $21.3K | ﹤0.01% |
+210
| New | +$17.8K |
|
1644
Dycom Industries
DY
$12.1B
| $21.3K | ﹤0.01% |
+73
| New | +$19.2K |
|
1645
Shift4
FOUR
$3.24B
| $21.3K | ﹤0.01% |
+275
| New | +$25.6K |
|
1646
Urban Outfitters
URBN
$6.8B
| $21.2K | ﹤0.01% |
+297
| New | +$21.8K |
|
1647
Royal Bank of Canada
RY
$292B
| $21.2K | ﹤0.01% |
+144
| New | +$19.9K |
|
1648
SL Green Realty
SLG
$3.95B
| $21.2K | ﹤0.01% |
+354
| New | +$21K |
|
1649
TransUnion
TRU
$15.4B
| $21.1K | ﹤0.01% |
+252
| New | +$22.9K |
|
1650
Simpson Manufacturing
SSD
$8.19B
| $21.1K | ﹤0.01% |
+126
| New | +$22.5K |
|
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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.