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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 | |
|---|---|---|---|---|---|---|
1776
The Bancorp
TBBK
$2.83B
| $16.2K | ﹤0.01% |
+216
| New | +$15.1K |
|
1777
Defiance Quantum ETF
QTUM
$5.63B
| $16.2K | ﹤0.01% |
+154
| New | +$14.8K |
|
1778
Ryman Hospitality Properties
RHP
$7.7B
| $16.1K | ﹤0.01% |
+180
| New | +$17.6K |
|
1779
Ionis Pharmaceuticals
IONS
$9.21B
| $16K | ﹤0.01% |
+245
| New | +$12K |
|
1780
Fortive
FTV
$18.6B
| $16K | ﹤0.01% |
+327
| New | +$16.1K |
|
1781
Chemours
CC
$2.23B
| $16K | ﹤0.01% |
+1,011
| New | +$14.7K |
|
|
JBTM
1782
JBT Marel
JBTM
$6.32B
| $16K | ﹤0.01% |
+114
| New | +$15.6K |
|
1783
Douglas Dynamics
PLOW
$979M
| $16K | ﹤0.01% |
+512
| New | +$16K |
|
1784
Loar Holdings
LOAR
$6.83B
| $16K | ﹤0.01% |
+200
| New | +$15K |
|
1785
AXIS Capital
AXS
$7.35B
| $16K | ﹤0.01% |
+167
| New | +$16.2K |
|
1786
iShares Morningstar Small-Cap Value ETF
ISCV
$705M
| $16K | ﹤0.01% |
+240
| New | +$15.6K |
|
|
FINV
1787
FinVolution Group
FINV
$1.05B
| $16K | ﹤0.01% |
+2,170
| New | +$19K |
|
1788
Biohaven
BHVN
$2.19B
| $16K | ﹤0.01% |
+1,064
| New | +$15.5K |
|
1789
ProShares Large Cap Core Plus
CSM
$532M
| $15.9K | ﹤0.01% |
+208
| New | +$15.2K |
|
1790
Alkermes
ALKS
$8.26B
| $15.8K | ﹤0.01% |
+527
| New | +$14.9K |
|
1791
Fidelity MSCI Health Care Index ETF
FHLC
$3.41B
| $15.7K | ﹤0.01% |
235
-7,322
| -97% | -$473K |
|
|
FLG
1792
Flagstar Bank National Association
FLG
$5.89B
| $15.6K | ﹤0.01% |
+1,352
| New | +$16.1K |
|
1793
Sun Communities
SUI
$14.5B
| $15.6K | ﹤0.01% |
+121
| New | +$15.3K |
|
1794
Valaris
VAL
$6.03B
| $15.6K | ﹤0.01% |
+320
| New | +$15.6K |
|
1795
Zscaler
ZS
$28.9B
| $15.6K | ﹤0.01% |
+52
| New | +$14.8K |
|
1796
EastGroup Properties
EGP
$10.8B
| $15.6K | ﹤0.01% |
+92
| New | +$15.3K |
|
1797
GraniteShares Gold Shares
BAR
$1.47B
| $15.6K | ﹤0.01% |
+409
| New | +$14K |
|
1798
Kilroy Realty
KRC
$4.24B
| $15.5K | ﹤0.01% |
+367
| New | +$14.5K |
|
1799
AerCap
AER
$23.5B
| $15.5K | ﹤0.01% |
+128
| New | +$14.9K |
|
1800
Fidelity MSCI Industrials Index ETF
FIDU
$2.39B
| $15.5K | ﹤0.01% |
+189
| New | +$15.2K |
|
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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.