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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 | |
|---|---|---|---|---|---|---|
2126
Icon
ICLR
$12.8B
| $7.88K | ﹤0.01% |
+45
| New | +$7.53K |
|
2127
Magnolia Oil & Gas
MGY
$6.16B
| $7.83K | ﹤0.01% |
+328
| New | +$7.82K |
|
2128
Seadrill
SDRL
$2.92B
| $7.83K | ﹤0.01% |
+259
| New | +$7.89K |
|
2129
LiveRamp
RAMP
$2.3B
| $7.82K | ﹤0.01% |
+288
| New | +$8.5K |
|
|
QWLD
2130
State Street SPDR MSCI World StrategicFactors ETF
QWLD
$179M
| $7.79K | ﹤0.01% |
+56
| New | +$7.66K |
|
2131
Birkenstock
BIRK
$6.89B
| $7.78K | ﹤0.01% |
+172
| New | +$8.42K |
|
2132
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.31B
| $7.76K | ﹤0.01% |
+103
| New | +$7.44K |
|
|
GOLD
2133
Gold.com Inc
GOLD
$1.26B
| $7.76K | ﹤0.01% |
+300
| New | +$7.1K |
|
2134
Robert Half
RHI
$4.31B
| $7.75K | ﹤0.01% |
+228
| New | +$8.55K |
|
2135
Independent Bank
INDB
$4.02B
| $7.75K | ﹤0.01% |
+112
| New | +$7.61K |
|
|
CSGS
2136
DELISTED
CSG Systems International
CSGS
| $7.73K | ﹤0.01% |
+120
| New | +$7.64K |
|
2137
IQ Candriam International Equity ETF
IQSI
$275M
| $7.73K | ﹤0.01% |
+227
| New | +$7.59K |
|
2138
Snap
SNAP
$9.32B
| $7.71K | ﹤0.01% |
+1,000
| New | +$8.3K |
|
2139
WD-40
WDFC
$3.13B
| $7.71K | ﹤0.01% |
+39
| New | +$8.45K |
|
2140
News Corp Class B
NWS
$17.7B
| $7.71K | ﹤0.01% |
+223
| New | +$7.53K |
|
2141
Axalta
AXTA
$7.98B
| $7.67K | ﹤0.01% |
+268
| New | +$8.07K |
|
2142
Bausch Health
BHC
$2.33B
| $7.64K | ﹤0.01% |
+1,185
| New | +$8.1K |
|
2143
Ashland
ASH
$3.42B
| $7.62K | ﹤0.01% |
+159
| New | +$8.36K |
|
2144
Worthington Enterprises
WOR
$2.79B
| $7.6K | ﹤0.01% |
+137
| New | +$8.63K |
|
2145
NetEase
NTES
$81.9B
| $7.6K | ﹤0.01% |
+50
| New | +$6.88K |
|
2146
Atlanta Braves Holdings Series B
BATRK
$3.27B
| $7.57K | ﹤0.01% |
+182
| New | +$8.03K |
|
2147
HUB Group
HUBG
$2.32B
| $7.54K | ﹤0.01% |
+219
| New | +$7.82K |
|
2148
Nokia
NOK
$52.7B
| $7.53K | ﹤0.01% |
+1,566
| New | +$7.08K |
|
2149
SPS Commerce
SPSC
$2.7B
| $7.52K | ﹤0.01% |
+72
| New | +$8.57K |
|
2150
Akamai
AKAM
$16.8B
| $7.5K | ﹤0.01% |
+99
| New | +$7.63K |
|
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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.