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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 | |
|---|---|---|---|---|---|---|
2151
Cohen & Steers
CNS
$4.33B
| $7.48K | ﹤0.01% |
+114
| New | +$8.35K |
|
2152
Madison Square Garden
MSGE
$4.05B
| $7.46K | ﹤0.01% |
+165
| New | +$6.68K |
|
2153
PENN Entertainment
PENN
$2.57B
| $7.45K | ﹤0.01% |
+387
| New | +$7.26K |
|
2154
Invesco Russell 1000 Equal Weight ETF
EQAL
$839M
| $7.45K | ﹤0.01% |
+143
| New | +$7.28K |
|
2155
Visteon
VC
$2.81B
| $7.43K | ﹤0.01% |
+62
| New | +$7.3K |
|
2156
Nuvation Bio
NUVB
$2.24B
| $7.4K | ﹤0.01% |
+2,000
| New | +$5.45K |
|
2157
Modine Manufacturing
MOD
$10.9B
| $7.39K | ﹤0.01% |
+52
| New | +$6.62K |
|
2158
Bright Horizons
BFAM
$3.73B
| $7.38K | ﹤0.01% |
+68
| New | +$7.88K |
|
2159
Ericsson
ERIC
$33.7B
| $7.37K | ﹤0.01% |
+891
| New | +$6.97K |
|
2160
Lear
LEA
$8.05B
| $7.34K | ﹤0.01% |
+73
| New | +$7.58K |
|
|
VBTX
2161
DELISTED
Veritex Holdings
VBTX
| $7.31K | ﹤0.01% |
+218
| New | +$7.03K |
|
2162
Tanger
SKT
$4.43B
| $7.31K | ﹤0.01% |
+216
| New | +$7.04K |
|
2163
WisdomTree Japan SmallCap Dividend Fund
DFJ
$403M
| $7.3K | ﹤0.01% |
+77
| New | +$7.01K |
|
2164
Zurn Elkay Water Solutions
ZWS
$8.46B
| $7.29K | ﹤0.01% |
+155
| New | +$6.69K |
|
2165
Gabelli Equity Trust
GAB
$1.8B
| $7.28K | ﹤0.01% |
+1,196
| New | +$7.18K |
|
2166
Beam Therapeutics
BEAM
$2.78B
| $7.28K | ﹤0.01% |
+300
| New | +$5.97K |
|
2167
New Jersey Resources
NJR
$5.58B
| $7.27K | ﹤0.01% |
+151
| New | +$7.04K |
|
2168
Verra Mobility
VRRM
$722M
| $7.26K | ﹤0.01% |
+294
| New | +$7.27K |
|
2169
Central Pacific Financial
CPF
$1B
| $7.25K | ﹤0.01% |
+239
| New | +$7K |
|
2170
DigitalOcean
DOCN
$15.8B
| $7.24K | ﹤0.01% |
+212
| New | +$6.72K |
|
2171
Trex
TREX
$4.95B
| $7.23K | ﹤0.01% |
+140
| New | +$8.53K |
|
2172
Tower Semiconductor
TSEM
$30.3B
| $7.23K | ﹤0.01% |
+100
| New | +$5.46K |
|
2173
Mitsubishi UFJ Financial
MUFG
$257B
| $7.22K | ﹤0.01% |
+453
| New | +$6.71K |
|
2174
Viasat
VSAT
$11.6B
| $7.18K | ﹤0.01% |
+245
| New | +$5.86K |
|
2175
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.17B
| $7.17K | ﹤0.01% |
+350
| New | +$6.71K |
|
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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.