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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
LEG icon
2051
Leggett & Platt
LEG
$1.3B
– –
-1,119
Closed -$9.94K
LEN icon
2052
Lennar Class A
LEN
$21.1B
– –
-587
Closed -$74K
LEN.B icon
2053
Lennar Class B
LEN.B
$20.8B
– –
-28
Closed -$3.37K
LEU icon
2054
Centrus Energy
LEU
$3.77B
– –
-16
Closed -$4.96K
LEVI icon
2055
Levi Strauss
LEVI
$8.75B
– –
-21
Closed -$489
LFST icon
2056
Lifestance Health
LFST
$4.39B
– –
-58
Closed -$319
LFUS icon
2057
Littelfuse
LFUS
$11.5B
– –
-76
Closed -$19.7K
LFVN icon
2058
LifeVantage
LFVN
$84M
– –
-145
Closed -$1.41K
LGIH icon
2059
LGI Homes
LGIH
$1.34B
– –
-158
Closed -$8.17K
LGND icon
2060
Ligand Pharmaceuticals
LGND
$5.76B
– –
-64
Closed -$11.3K
LII icon
2061
Lennox International
LII
$14.9B
– –
-69
Closed -$36.5K
LILA icon
2062
Liberty Latin America Class A
LILA
$1.68B
– –
-132
Closed -$747
LILAK icon
2063
Liberty Latin America Class C
LILAK
$1.66B
– –
-304
Closed -$2.33K
LITE icon
2064
Lumentum
LITE
$63.8B
– –
-147
Closed -$23.9K
LIVN icon
2065
LivaNova
LIVN
$4.33B
– –
-48
Closed -$2.51K
LKFN icon
2066
Lakeland Financial Corp
LKFN
$1.54B
– –
-57
Closed -$3.66K
LKQ icon
2067
LKQ Corp
LKQ
$6.25B
– –
-30
Closed -$916
LLYVA icon
2068
Liberty Live Group Series A
LLYVA
$9.25B
– –
-204
Closed -$19.2K
LLYVK icon
2069
Liberty Live Group Series C
LLYVK
$9.59B
– –
-389
Closed -$37.7K
LMAT icon
2070
LeMaitre Vascular
LMAT
$1.89B
– –
-29
Closed -$2.54K
LMND icon
2071
Lemonade
LMND
$4.09B
– –
-600
Closed -$32.1K
LNC icon
2072
Lincoln National
LNC
$8.51B
– –
-597
Closed -$24.1K
LNN icon
2073
Lindsay Corp
LNN
$1.17B
– –
-13
Closed -$1.83K
LNTH icon
2074
Lantheus
LNTH
$6.57B
– –
-89
Closed -$4.57K
LNW
2075
DELISTED
Light & Wonder
LNW
– –
-14
Closed -$1.18K
81 82
83
84 85

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HNB
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NC
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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.