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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 | |
|---|---|---|---|---|---|---|
2026
Chord Energy
CHRD
$7.55B
| $9.64K | ﹤0.01% |
+97
| New | +$10.2K |
|
2027
Portland General Electric
POR
$5.73B
| $9.64K | ﹤0.01% |
+219
| New | +$9.19K |
|
2028
CytoMed Therapeutics
GDTC
$9.96M
| $9.62K | ﹤0.01% |
+4,835
| New | +$9.48K |
|
2029
Jackson Financial
JXN
$8.81B
| $9.62K | ﹤0.01% |
+95
| New | +$8.88K |
|
2030
Ducommun
DCO
$3.06B
| $9.61K | ﹤0.01% |
+100
| New | +$9.04K |
|
2031
Innoviva
INVA
$1.52B
| $9.58K | ﹤0.01% |
+525
| New | +$10.2K |
|
2032
Semtech
SMTC
$13.1B
| $9.57K | ﹤0.01% |
+134
| New | +$7.28K |
|
2033
ProShares Ultra Silver
AGQ
$1.48B
| $9.53K | ﹤0.01% |
+125
| New | +$7.05K |
|
2034
CF Industries
CF
$17.5B
| $9.51K | ﹤0.01% |
+106
| New | +$9.45K |
|
2035
Wynn Resorts
WYNN
$10.7B
| $9.49K | ﹤0.01% |
+74
| New | +$8.54K |
|
2036
Hexcel
HXL
$7.62B
| $9.47K | ﹤0.01% |
+151
| New | +$9.27K |
|
2037
Avantis Emerging Markets Equity ETF
AVEM
$26.9B
| $9.46K | ﹤0.01% |
+126
| New | +$9K |
|
2038
Aspen Aerogels
ASPN
$509M
| $9.43K | ﹤0.01% |
+1,355
| New | +$9.55K |
|
2039
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.17B
| $9.4K | ﹤0.01% |
+393
| New | +$9.15K |
|
2040
Advanced Energy
AEIS
$13.7B
| $9.36K | ﹤0.01% |
+55
| New | +$8.28K |
|
2041
PTC
PTC
$16B
| $9.34K | ﹤0.01% |
+46
| New | +$9.38K |
|
2042
Kadant
KAI
$3.88B
| $9.31K | ﹤0.01% |
+31
| New | +$10.1K |
|
2043
Ventas
VTR
$45.3B
| $9.3K | ﹤0.01% |
+133
| New | +$8.94K |
|
2044
Yeti Holdings
YETI
$3.74B
| $9.29K | ﹤0.01% |
+280
| New | +$9.79K |
|
2045
Alnylam Pharmaceuticals
ALNY
$29.7B
| $9.26K | ﹤0.01% |
+20
| New | +$8.14K |
|
2046
Descartes Systems
DSGX
$6.59B
| $9.23K | ﹤0.01% |
+98
| New | +$10K |
|
|
AL
2047
DELISTED
Air Lease Corp
AL
| $9.23K | ﹤0.01% |
+145
| New | +$8.66K |
|
2048
Black Stone Minerals
BSM
$3.05B
| $9.2K | ﹤0.01% |
+700
| New | +$8.81K |
|
2049
Skyworks Solutions
SWKS
$10.2B
| $9.18K | ﹤0.01% |
+119
| New | +$8.86K |
|
|
ARTY
2050
iShares Future AI & Tech ETF
ARTY
$3.98B
| $9.16K | ﹤0.01% |
+200
| New | +$8.59K |
|
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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.