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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 | |
|---|---|---|---|---|---|---|
1801
Itron
ITRI
$4.52B
| $15.4K | ﹤0.01% |
+124
| New | +$15.8K |
|
1802
VF Corp
VFC
$5.81B
| $15.4K | ﹤0.01% |
+1,069
| New | +$14.4K |
|
1803
iShares Core MSCI Pacific ETF
IPAC
$2.75B
| $15.4K | ﹤0.01% |
+210
| New | +$14.9K |
|
1804
Roku
ROKU
$22.4B
| $15.4K | ﹤0.01% |
+154
| New | +$14.2K |
|
1805
Spear Alpha ETF
SPRX
$230M
| $15.4K | ﹤0.01% |
+400
| New | +$13.6K |
|
1806
Asbury Automotive
ABG
$3.73B
| $15.4K | ﹤0.01% |
+63
| New | +$15.3K |
|
1807
Schrodinger
SDGR
$1.4B
| $15.4K | ﹤0.01% |
+766
| New | +$15.4K |
|
1808
Stagwell
STGW
$2.27B
| $15.4K | ﹤0.01% |
+2,729
| New | +$14.5K |
|
1809
Moelis & Co
MC
$4.93B
| $15.3K | ﹤0.01% |
+215
| New | +$15.3K |
|
1810
Corpay
CPAY
$26.7B
| $15.3K | ﹤0.01% |
+53
| New | +$16.9K |
|
1811
Brixmor Property Group
BRX
$9.09B
| $15.2K | ﹤0.01% |
+549
| New | +$14.7K |
|
|
MSIF
1812
MSC Income Fund Inc
MSIF
$557M
| $15.2K | ﹤0.01% |
+1,156
| New | +$17.2K |
|
1813
Unusual Machines
UMAC
$1.3B
| $15.1K | ﹤0.01% |
+1,000
| New | +$10.5K |
|
1814
UL Solutions
ULS
$15.6B
| $15.1K | ﹤0.01% |
+213
| New | +$14.5K |
|
1815
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$244M
| $15.1K | ﹤0.01% |
+617
| New | +$13.9K |
|
1816
White Mountains Insurance
WTM
$5.04B
| $15K | ﹤0.01% |
+9
| New | +$16.1K |
|
1817
Affiliated Managers Group
AMG
$9.48B
| $15K | ﹤0.01% |
+63
| New | +$13.9K |
|
1818
OFG Bancorp
OFG
$2.22B
| $15K | ﹤0.01% |
+345
| New | +$15.1K |
|
1819
Lloyds Banking Group
LYG
$88.5B
| $15K | ﹤0.01% |
+3,301
| New | +$14.4K |
|
|
QXO
1820
QXO Inc
QXO
$16.8B
| $15K | ﹤0.01% |
+786
| New | +$16.3K |
|
|
CNR
1821
Core Natural Resources Inc
CNR
$4.65B
| $14.9K | ﹤0.01% |
+179
| New | +$13.4K |
|
1822
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.1B
| $14.9K | ﹤0.01% |
+500
| New | +$14.6K |
|
1823
Match Group
MTCH
$8.45B
| $14.8K | ﹤0.01% |
+420
| New | +$15K |
|
1824
PVH
PVH
$3.91B
| $14.8K | ﹤0.01% |
+177
| New | +$13.9K |
|
1825
Paylocity
PCTY
$7.7B
| $14.8K | ﹤0.01% |
+93
| 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.