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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
INSG icon
1926
Inseego
INSG
$78.2M
– –
-1
Closed -$15
INSM icon
1927
Insmed
INSM
$27.9B
– –
-58
Closed -$8.35K
INSW icon
1928
International Seaways
INSW
$4.73B
– –
-90
Closed -$4.15K
INVA icon
1929
Innoviva
INVA
$1.49B
– –
-525
Closed -$9.58K
INVH icon
1930
Invitation Homes
INVH
$18B
– –
-45
Closed -$1.33K
IONS icon
1931
Ionis Pharmaceuticals
IONS
$9.25B
– –
-245
Closed -$16K
IOSP icon
1932
Innospec
IOSP
$2.32B
– –
-8
Closed -$617
IOT icon
1933
Samsara
IOT
$23.7B
– –
-29
Closed -$1.08K
IOVA icon
1934
Iovance Biotherapeutics
IOVA
$2.98B
– –
-5,545
Closed -$12K
IPAC icon
1935
iShares Core MSCI Pacific ETF
IPAC
$2.79B
– –
-210
Closed -$15.4K
IPAR icon
1936
Interparfums
IPAR
$3.74B
– –
-1,249
Closed -$123K
IPAY icon
1937
Amplify Mobile Payments ETF
IPAY
$188M
– –
-510
Closed -$29.1K
IPG
1938
DELISTED
Interpublic Group of Companies
IPG
– –
-9,225
Closed -$257K
IPGP icon
1939
IPG Photonics
IPGP
$3.63B
– –
-228
Closed -$18.1K
IQ icon
1940
iQIYI
IQ
$1.3B
– –
-114
Closed -$292
IQI icon
1941
Invesco Quality Municipal Securities
IQI
$539M
– –
-3,562
Closed -$35.1K
IQSI icon
1942
IQ Candriam International Equity ETF
IQSI
$277M
– –
-227
Closed -$7.73K
IQSU icon
1943
IQ Candriam US Large Cap Equity ETF
IQSU
$341M
– –
-214
Closed -$11.4K
IRBT
1944
DELISTED
iRobot
IRBT
– –
-80
Closed -$288
IRDM icon
1945
Iridium Communications
IRDM
$5.29B
– –
-58
Closed -$1.01K
IREN icon
1946
Iris Energy
IREN
$16B
– –
-1,984
Closed -$93.1K
IRM icon
1947
Iron Mountain
IRM
$37.6B
– –
-824
Closed -$84K
IRT icon
1948
Independence Realty Trust
IRT
$4.03B
– –
-3,181
Closed -$52.1K
IRTC icon
1949
iRhythm Holdings
IRTC
$4.13B
– –
-1
Closed -$172
ISCV icon
1950
iShares Morningstar Small-Cap Value ETF
ISCV
$710M
– –
-240
Closed -$16K
76 77
78
79 80

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NC
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LA
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MCM
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FCM
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NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
BBA
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BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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.