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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 | |
|---|---|---|---|---|---|---|
1676
VanEck Junior Gold Miners ETF
GDXJ
$8.53B
| $19.8K | ﹤0.01% |
+200
| New | +$15.4K |
|
1677
Schwab US REIT ETF
SCHH
$11.1B
| $19.8K | ﹤0.01% |
+918
| New | +$19.6K |
|
1678
Global X Cybersecurity ETF
BUG
$1.51B
| $19.8K | ﹤0.01% |
+562
| New | +$19.5K |
|
1679
Harrow
HROW
$1.47B
| $19.8K | ﹤0.01% |
+410
| New | +$15.4K |
|
1680
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.75B
| $19.7K | ﹤0.01% |
+498
| New | +$19.2K |
|
1681
Sterling Infrastructure
STRL
$16.3B
| $19.7K | ﹤0.01% |
+58
| New | +$16.5K |
|
1682
Booz Allen Hamilton
BAH
$9.45B
| $19.7K | ﹤0.01% |
+197
| New | +$21.1K |
|
1683
Littelfuse
LFUS
$11.5B
| $19.7K | ﹤0.01% |
+76
| New | +$19K |
|
1684
Bio-Rad Laboratories Class A
BIO
$9.53B
| $19.6K | ﹤0.01% |
+70
| New | +$19K |
|
1685
Amkor Technology
AMKR
$13.5B
| $19.6K | ﹤0.01% |
+689
| New | +$16.6K |
|
1686
DaVita
DVA
$11.4B
| $19.5K | ﹤0.01% |
+147
| New | +$20.2K |
|
1687
Cognex
CGNX
$10.6B
| $19.5K | ﹤0.01% |
+431
| New | +$17.4K |
|
1688
Strive US Energy ETF
DRLL
$302M
| $19.5K | ﹤0.01% |
+679
| New | +$19.2K |
|
1689
Commault Systems
CVLT
$5.78B
| $19.4K | ﹤0.01% |
+103
| New | +$18.6K |
|
1690
Ally Financial
ALLY
$13.4B
| $19.4K | ﹤0.01% |
+496
| New | +$19.9K |
|
1691
NOV
NOV
$7.49B
| $19.4K | ﹤0.01% |
+1,466
| New | +$18.9K |
|
1692
Grand Canyon Education
LOPE
$3.76B
| $19.4K | ﹤0.01% |
+88
| New | +$16.9K |
|
|
JHG
1693
DELISTED
Janus Henderson
JHG
| $19.4K | ﹤0.01% |
+436
| New | +$18.8K |
|
1694
Liberty Global Class C
LBTYK
$3.4B
| $19.3K | ﹤0.01% |
+1,646
| New | +$18.4K |
|
1695
Dutch Bros
BROS
$8.66B
| $19.3K | ﹤0.01% |
+369
| New | +$23.3K |
|
1696
State Street SPDR S&P Pharmaceuticals ETF
XPH
$509M
| $19.3K | ﹤0.01% |
+402
| New | +$18K |
|
1697
Liberty Live Group Series A
LLYVA
$9.25B
| $19.2K | ﹤0.01% |
+204
| New | +$18K |
|
1698
Kimco Realty
KIM
$16.1B
| $19.2K | ﹤0.01% |
+879
| New | +$19.1K |
|
1699
AGCO
AGCO
$7.1B
| $19.1K | ﹤0.01% |
+178
| New | +$19.7K |
|
1700
PBF Energy
PBF
$8.22B
| $19K | ﹤0.01% |
+631
| New | +$16.5K |
|
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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.