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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
KVUE icon
2026
Kenvue
KVUE
$36.6B
– –
-776
Closed -$12.6K
KW
2027
DELISTED
Kennedy-Wilson Holdings
KW
– –
-40
Closed -$333
KWEB icon
2028
KraneShares CSI China Internet ETF
KWEB
$5.56B
– –
-500
Closed -$21K
KWR icon
2029
Quaker Houghton
KWR
$2.94B
– –
-67
Closed -$8.83K
KXI icon
2030
iShares Global Consumer Staples ETF
KXI
$1.06B
– –
-220
Closed -$14.2K
KYMR icon
2031
Kymera Therapeutics
KYMR
$9.11B
– –
-5
Closed -$283
KYN icon
2032
Kayne Anderson Energy Infrastructure Fund
KYN
$2.48B
– –
-5,156
Closed -$63.8K
LAB icon
2033
Standard BioTools
LAB
$309M
– –
-200
Closed -$260
LAC
2034
Lithium Americas
LAC
$1.18B
– –
-1,500
Closed -$8.56K
LAD icon
2035
Lithia Motors
LAD
$8.32B
– –
-66
Closed -$20.9K
MZTI
2036
The Marzetti Company
MZTI
$3.15B
– –
-32
Closed -$5.53K
LAND
2037
Gladstone Land Corp
LAND
$354M
– –
-2,000
Closed -$18.3K
LANV.WS
2038
DELISTED
Lanvin Group Holdings Warrants
LANV.WS
– –
-4,500
Closed -$85
LAUR icon
2039
Laureate Education
LAUR
$5.05B
– –
-53
Closed -$1.67K
LAZ icon
2040
Lazard
LAZ
$4.24B
– –
-168
Closed -$8.87K
LAZR
2041
DELISTED
Luminar Technologies
LAZR
– –
-200
Closed -$382
LBRDA icon
2042
Liberty Broadband Class A
LBRDA
$5.33B
– –
-424
Closed -$26.9K
LBRDK icon
2043
Liberty Broadband Class C
LBRDK
$5.32B
– –
-731
Closed -$46.4K
LBTYA icon
2044
Liberty Global Class A
LBTYA
$3.48B
– –
-580
Closed -$6.65K
LBRT icon
2045
Liberty Energy
LBRT
$3.51B
– –
-46
Closed -$568
LBTYK icon
2046
Liberty Global Class C
LBTYK
$3.4B
– –
-1,646
Closed -$19.3K
LCID icon
2047
Lucid Motors
LCID
$2.64B
– –
-197
Closed -$4.69K
LCII icon
2048
LCI Industries
LCII
$2.61B
– –
-19
Closed -$1.77K
LCTX icon
2049
Lineage Cell Therapeutics
LCTX
$283M
– –
-88
Closed -$149
LEA icon
2050
Lear
LEA
$8.12B
– –
-73
Closed -$7.34K
80 81
82
83 84

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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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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.