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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
KIM icon
2001
Kimco Realty
KIM
$16.1B
– –
-879
Closed -$19.2K
KLIC icon
2002
Kulicke & Soffa
KLIC
$4.95B
– –
-624
Closed -$25.4K
KMPR icon
2003
Kemper
KMPR
$1.57B
– –
-465
Closed -$24K
KMT icon
2004
Kennametal
KMT
$2.32B
– –
-105
Closed -$2.2K
KMX icon
2005
CarMax
KMX
$8.2B
– –
-2,111
Closed -$94.7K
KN icon
2006
Knowles
KN
$3.31B
– –
-1,324
Closed -$30.9K
KNDI
2007
Kandi Technologies Group
KNDI
$63.3M
– –
-100
Closed -$121
KNF icon
2008
Knife River
KNF
$3.84B
– –
-127
Closed -$9.76K
KNSL icon
2009
Kinsale Capital Group
KNSL
$8.4B
– –
-40
Closed -$17K
KNTK icon
2010
Kinetik
KNTK
$4.14B
– –
-8
Closed -$342
KNX icon
2011
Knight Transportation
KNX
$11.6B
– –
-448
Closed -$17.7K
KOMP icon
2012
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.81B
– –
-2,930
Closed -$182K
KOP icon
2013
Koppers
KOP
$858M
– –
-207
Closed -$5.8K
KOS icon
2014
Kosmos Energy
KOS
$1.49B
– –
-1
Closed -$1
KRBN icon
2015
KraneShares Global Carbon Strategy ETF
KRBN
$131M
– –
-65
Closed -$2.12K
KRE icon
2016
State Street SPDR S&P Regional Banking ETF
KRE
$4.61B
– –
-949
Closed -$60.1K
KRC icon
2017
Kilroy Realty
KRC
$4.18B
– –
-367
Closed -$15.5K
KRG icon
2018
Kite Realty
KRG
$5.27B
– –
-525
Closed -$11.7K
KRRO icon
2019
Korro Bio
KRRO
$196M
– –
-65
Closed -$3.11K
KRYS icon
2020
Krystal Biotech
KRYS
$9.84B
– –
-15
Closed -$2.65K
KSA icon
2021
iShares MSCI Saudi Arabia ETF
KSA
$623M
– –
-206
Closed -$8.36K
KSCP icon
2022
Knightscope
KSCP
$30.4M
– –
-57
Closed -$329
KSS icon
2023
Kohl's
KSS
$2.15B
– –
-132
Closed -$2.03K
KTB icon
2024
Kontoor Brands
KTB
$4.36B
– –
-263
Closed -$21K
KURA icon
2025
Kura Oncology
KURA
$889M
– –
-10
Closed -$89
79 80
81
82 83

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HNB
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NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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.