We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
1901
United Natural Foods
UNFI
$2.92B
| $12.3K | ﹤0.01% |
+327
| New | +$8.96K |
|
1902
Amplify Alternative Harvest ETF
MJ
$114M
| $12.3K | ﹤0.01% |
+328
| New | +$9.17K |
|
1903
Churchill Downs
CHDN
$6.2B
| $12.2K | ﹤0.01% |
+126
| New | +$13K |
|
1904
CleanSpark
CLSK
$2.98B
| $12.2K | ﹤0.01% |
+843
| New | +$9.51K |
|
1905
AdvisorShares Pure US Cannabis ETF
MSOS
$944M
| $12.2K | ﹤0.01% |
+2,546
| New | +$10K |
|
1906
Qualys
QLYS
$6.72B
| $12.2K | ﹤0.01% |
+92
| New | +$12.5K |
|
1907
POSCO
PKX
$17.2B
| $12.2K | ﹤0.01% |
+247
| New | +$13.3K |
|
1908
Invesco Senior Loan ETF
BKLN
$6.76B
| $12.1K | ﹤0.01% |
+579
| New | +$12.1K |
|
1909
WaFd
WAFD
$2.81B
| $12.1K | ﹤0.01% |
+399
| New | +$12.2K |
|
1910
RLI Corp
RLI
$5.86B
| $12.1K | ﹤0.01% |
+185
| New | +$12.5K |
|
1911
Rockwell Medical
RMTI
$29.4M
| $12.1K | ﹤0.01% |
1,005
| – | – |
|
1912
FirstCash
FCFS
$9.28B
| $12K | ﹤0.01% |
+76
| New | +$10.6K |
|
1913
Iovance Biotherapeutics
IOVA
$2.98B
| $12K | ﹤0.01% |
+5,545
| New | +$13.1K |
|
|
UHT
1914
Universal Health Realty Income Trust
UHT
$574M
| $12K | ﹤0.01% |
+307
| New | +$12.4K |
|
1915
Roivant Sciences
ROIV
$26.2B
| $11.9K | ﹤0.01% |
+787
| New | +$9.74K |
|
1916
Boston Properties
BXP
$11.1B
| $11.9K | ﹤0.01% |
+160
| New | +$11.3K |
|
1917
iShare MSCI Eurozone ETF
EZU
$9.96B
| $11.9K | ﹤0.01% |
+192
| New | +$11.5K |
|
|
MRP
1918
Millrose Properties Inc
MRP
$5.01B
| $11.9K | ﹤0.01% |
+353
| New | +$11.4K |
|
1919
Preferred Bank
PFBC
$1.27B
| $11.8K | ﹤0.01% |
+131
| New | +$12.1K |
|
1920
Travel + Leisure Co
TNL
$4.56B
| $11.8K | ﹤0.01% |
+199
| New | +$11.9K |
|
1921
Globant
GLOB
$1.77B
| $11.8K | ﹤0.01% |
+206
| New | +$15.2K |
|
1922
Banc of California
BANC
$3.11B
| $11.8K | ﹤0.01% |
+713
| New | +$11.2K |
|
1923
Western Midstream Partners
WES
$20.1B
| $11.8K | ﹤0.01% |
+300
| New | +$11.7K |
|
1924
iShares Global Financials ETF
IXG
$701M
| $11.8K | ﹤0.01% |
+101
| New | +$11.5K |
|
1925
Dropbox
DBX
$7.64B
| $11.8K | ﹤0.01% |
+390
| New | +$11.2K |
|
Similar funds
CWP
NC
LA
MCM
FCM
NAM
BBA
BPA
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.