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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 | |
|---|---|---|---|---|---|---|
2076
Teradata
TDC
$2.5B
| $8.65K | ﹤0.01% |
+402
| New | +$8.65K |
|
2077
Qfin Holdings
QFIN
$1.56B
| $8.63K | ﹤0.01% |
+300
| New | +$10.2K |
|
2078
Hamilton Lane
HLNE
$5.78B
| $8.63K | ﹤0.01% |
+64
| New | +$9.65K |
|
|
SMHX
2079
VanEck Fabless Semiconductor ETF
SMHX
$263M
| $8.61K | ﹤0.01% |
+225
| New | +$7.85K |
|
2080
News Corp Class A
NWSA
$15.5B
| $8.6K | ﹤0.01% |
+280
| New | +$8.3K |
|
2081
South Plains Financial
SPFI
$848M
| $8.58K | ﹤0.01% |
+222
| New | +$8.67K |
|
2082
Home BancShares
HOMB
$6.2B
| $8.58K | ﹤0.01% |
+303
| New | +$8.8K |
|
|
LAC
2083
Lithium Americas
LAC
$1.18B
| $8.56K | ﹤0.01% |
+1,500
| New | +$4.74K |
|
2084
Hope Bancorp
HOPE
$1.82B
| $8.55K | ﹤0.01% |
+794
| New | +$8.6K |
|
2085
ACI Worldwide
ACIW
$5.27B
| $8.55K | ﹤0.01% |
+162
| New | +$7.66K |
|
2086
Envista
NVST
$4.58B
| $8.54K | ﹤0.01% |
+419
| New | +$8.61K |
|
2087
Tidewater
TDW
$4.54B
| $8.53K | ﹤0.01% |
+160
| New | +$8.77K |
|
2088
Pegasystems
PEGA
$5.44B
| $8.51K | ﹤0.01% |
+148
| New | +$8.15K |
|
2089
Azenta
AZTA
$1.46B
| $8.47K | ﹤0.01% |
+295
| New | +$9.14K |
|
2090
Allegro MicroSystems
ALGM
$7.93B
| $8.47K | ﹤0.01% |
+290
| New | +$9.38K |
|
|
SFBS
2091
ServisFirst Bancshares
SFBS
$4.88B
| $8.46K | ﹤0.01% |
+105
| New | +$8.7K |
|
2092
Essential Properties Realty Trust
EPRT
$6.5B
| $8.45K | ﹤0.01% |
+284
| New | +$8.69K |
|
2093
BellRing Brands
BRBR
$1.34B
| $8.43K | ﹤0.01% |
+232
| New | +$10.5K |
|
2094
Inhibrx
INBX
$1.36B
| $8.42K | ﹤0.01% |
+250
| New | +$6.16K |
|
2095
Century Aluminum
CENX
$5.18B
| $8.4K | ﹤0.01% |
+286
| New | +$6.48K |
|
2096
Fidelity Enhanced Large Cap Core ETF
FELC
$8.33B
| $8.39K | ﹤0.01% |
+225
| New | +$8.04K |
|
2097
MongoDB
MDB
$35.3B
| $8.38K | ﹤0.01% |
+27
| New | +$6.94K |
|
|
NXRT
2098
NexPoint Residential Trust
NXRT
$631M
| $8.38K | ﹤0.01% |
+260
| New | +$8.56K |
|
2099
Global X MSCI Argentina ETF
ARGT
$823M
| $8.37K | ﹤0.01% |
+120
| New | +$9.56K |
|
2100
iShares MSCI Saudi Arabia ETF
KSA
$623M
| $8.36K | ﹤0.01% |
+206
| New | +$7.83K |
|
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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.