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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 | |
|---|---|---|---|---|---|---|
1651
Genius Sports
GENI
$2.16B
| $21K | ﹤0.01% |
+1,700
| New | +$20.3K |
|
1652
KraneShares CSI China Internet ETF
KWEB
$5.56B
| $21K | ﹤0.01% |
+500
| New | +$18.8K |
|
1653
Kontoor Brands
KTB
$4.14B
| $21K | ﹤0.01% |
+263
| New | +$18.8K |
|
1654
Hanover Insurance
THG
$7.73B
| $20.9K | ﹤0.01% |
+115
| New | +$19.7K |
|
1655
Molina Healthcare
MOH
$10.2B
| $20.9K | ﹤0.01% |
+109
| New | +$20.1K |
|
1656
Lithia Motors
LAD
$8.32B
| $20.9K | ﹤0.01% |
+66
| New | +$21.3K |
|
|
FIG
1657
Figma
FIG
$13.3B
| $20.8K | ﹤0.01% |
+401
| New | +$27.5K |
|
1658
Annovis Bio
ANVS
$80.4M
| $20.7K | ﹤0.01% |
10,000
| – | – |
|
1659
Kirby Corp
KEX
$7B
| $20.7K | ﹤0.01% |
+248
| New | +$24.9K |
|
1660
IAMGOLD
IAG
$10.4B
| $20.7K | ﹤0.01% |
+1,600
| New | +$14K |
|
1661
Saia
SAIA
$9.52B
| $20.7K | ﹤0.01% |
+69
| New | +$20.8K |
|
1662
Viavi Solutions
VIAV
$9.47B
| $20.6K | ﹤0.01% |
+1,627
| New | +$17.9K |
|
1663
US Vegan Climate ETF
VEGN
$184M
| $20.6K | ﹤0.01% |
+347
| New | +$19.8K |
|
1664
Cytokinetics
CYTK
$10.6B
| $20.6K | ﹤0.01% |
+375
| New | +$15.4K |
|
1665
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
| $20.5K | ﹤0.01% |
+215
| New | +$20.1K |
|
1666
Highwoods Properties
HIW
$3.4B
| $20.4K | ﹤0.01% |
+642
| New | +$19.7K |
|
1667
Vanguard Russell 2000 Value ETF
VTWV
$1.36B
| $20.4K | ﹤0.01% |
+131
| New | +$19.5K |
|
1668
Patrick Industries
PATK
$2.81B
| $20.4K | ﹤0.01% |
+197
| New | +$20.7K |
|
1669
Brookfield Renewable
BEP
$10.3B
| $20.4K | ﹤0.01% |
+790
| New | +$20.3K |
|
1670
QuantumScape Corp
QS
$3.9B
| $20.3K | ﹤0.01% |
+1,645
| New | +$16K |
|
1671
EXL Service
EXLS
$5.29B
| $20.3K | ﹤0.01% |
+460
| New | +$19.9K |
|
|
PDM
1672
Piedmont Realty Trust
PDM
$1.17B
| $20.2K | ﹤0.01% |
+2,240
| New | +$18K |
|
1673
Spire
SR
$4.87B
| $20.1K | ﹤0.01% |
+246
| New | +$18.7K |
|
1674
NMI Holdings
NMIH
$3.34B
| $20K | ﹤0.01% |
+521
| New | +$20.4K |
|
1675
Fidelity MSCI Financials Index ETF
FNCL
$2.41B
| $19.9K | ﹤0.01% |
+260
| New | +$19.6K |
|
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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.