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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
+2.11%
1 Year Est. Return
+21.48%
3 Year Est. Return
+58.98%
5 Year Est. Return
+56.16%
10 Year Est. Return
–
AUM
$12.6B
AUM Growth
-$6.56B
Cap. Flow
-$6.86B
Cap. Flow %
-54.57%
Top 10 Hldgs %
47.31%
Holding
3,079
New
21
Increased
693
Reduced
242
Closed
2,043

Top Buys

Rank Stock Value
1
PCLG
Polen Focus Growth ETF
PCLG
+$54.4M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$48.7M
3
AAPL icon
Apple
AAPL
+$39.7M
4
MSFT icon
Microsoft
MSFT
+$34M
5
NVDA icon
NVIDIA
NVDA
+$30.5M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76B
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$716M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$704M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$477M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$401M

Sector Composition

Rank Sector Weight
1 Technology 4.4%
2 Financials 3.21%
3 Communication Services 1.81%
4 Consumer Discretionary 1.24%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HIPO icon
1826
Hippo Holdings
HIPO
$869M
– –
-476
Closed -$17.2K
HIVE
1827
HIVE Digital Technologies
HIVE
$706M
– –
-244
Closed -$984
HIW icon
1828
Highwoods Properties
HIW
$3.51B
– –
-642
Closed -$20.4K
HL icon
1829
Hecla Mining
HL
$11.9B
– –
-590
Closed -$7.14K
HLF icon
1830
Herbalife
HLF
$1.28B
– –
-100
Closed -$844
HLI icon
1831
Houlihan Lokey
HLI
$9.24B
– –
-481
Closed -$98.7K
HLNE icon
1832
Hamilton Lane
HLNE
$5.91B
– –
-64
Closed -$8.63K
HLX icon
1833
Helix Energy Solutions
HLX
$1.49B
– –
-44
Closed -$289
HMN icon
1834
Horace Mann Educators
HMN
$2.1B
– –
-82
Closed -$3.7K
HNI icon
1835
HNI Corp
HNI
$3.56B
– –
-4
Closed -$187
HOG icon
1836
Harley-Davidson
HOG
$2.9B
– –
-421
Closed -$11.7K
HOLX
1837
DELISTED
Hologic
HOLX
– –
-172
Closed -$11.6K
HOMB icon
1838
Home BancShares
HOMB
$6.27B
– –
-303
Closed -$8.58K
HOPE icon
1839
Hope Bancorp
HOPE
$1.85B
– –
-794
Closed -$8.55K
HP icon
1840
Helmerich & Payne
HP
$4.3B
– –
-376
Closed -$8.31K
HR icon
1841
Healthcare Realty
HR
$6.58B
– –
-1,395
Closed -$25.2K
HRB icon
1842
H&R Block
HRB
$6.76B
– –
-786
Closed -$39.8K
HRMY icon
1843
Harmony Biosciences
HRMY
$2.24B
– –
-147
Closed -$4.05K
HROW icon
1844
Harrow
HROW
$1.46B
– –
-410
Closed -$19.8K
HSII
1845
DELISTED
Heidrick & Struggles
HSII
– –
-30
Closed -$1.49K
HST icon
1846
Host Hotels & Resorts
HST
$15.6B
– –
-7,763
Closed -$132K
HSTM icon
1847
HealthStream
HSTM
$849M
– –
-73
Closed -$2.06K
HTBK
1848
DELISTED
Heritage Commerce
HTBK
– –
-462
Closed -$4.59K
HTGC icon
1849
Hercules Capital
HTGC
$3.17B
– –
-7,505
Closed -$142K
HTH icon
1850
Hilltop Holdings
HTH
$2.28B
– –
-73
Closed -$2.44K
72 73
74
75 76

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LA
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MCM
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FCM
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NAM
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BBA
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BPA
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Wealthspire Advisors (New York)'s Q4 2025 Portfolio in Review

As of Q4 2025, Wealthspire Advisors (New York) held 3,079 positions worth $12.6B, down 34% from $19.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Wealthspire Advisors (New York) withdrew a net $6.86B in Q4 2025, closing 2,043 positions and reducing 242 holdings. Its most notable exit was Metsera Inc, an estimated $11.2M position sold in full.

By sector, the portfolio is most concentrated in Technology at 4.4% of assets, up from 2.1% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Wealthspire Advisors (New York) opened a new position in Reaves Utility Income Fund worth $5.28M.

  • Wealthspire Advisors (New York)'s largest Q4 2025 buy was Reaves Utility Income Fund: 144,310 shares worth $5.28M.
  • Wealthspire Advisors (New York) added most to Polen Focus Growth ETF in Q4 2025, an estimated $54.4M increase.
  • Wealthspire Advisors (New York)'s biggest Q4 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.76B.
  • Wealthspire Advisors (New York) fully exited Metsera Inc in Q4 2025, selling an estimated $11.2M.
  • Wealthspire Advisors (New York)'s ten largest holdings make up 47% of its $12.6B portfolio in Q4 2025.
  • Wealthspire Advisors (New York) opened 21 new positions and closed 2,043 in Q4 2025.
  • Wealthspire Advisors (New York)'s portfolio value fell 34% quarter-over-quarter to $12.6B.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.