We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
|
EXAS
2201
DELISTED
Exact Sciences
EXAS
| $6.62K | ﹤0.01% |
+121
| New | +$6.05K |
|
2202
Integer Holdings
ITGR
$4.25B
| $6.61K | ﹤0.01% |
+64
| New | +$6.96K |
|
2203
Certara
CERT
$1.24B
| $6.6K | ﹤0.01% |
+540
| New | +$5.91K |
|
2204
ABM Industries
ABM
$2.83B
| $6.6K | ﹤0.01% |
+143
| New | +$6.78K |
|
2205
Atkore
ATKR
$3.17B
| $6.59K | ﹤0.01% |
+105
| New | +$6.85K |
|
2206
SoFi Social 50 ETF
SFYF
$42M
| $6.58K | ﹤0.01% |
+120
| New | +$6.03K |
|
2207
Cibus
CBUS
$145M
| $6.58K | ﹤0.01% |
+5,100
| New | +$7.38K |
|
2208
Omnicell
OMCL
$1.68B
| $6.58K | ﹤0.01% |
+216
| New | +$6.64K |
|
2209
Ardelyx
ARDX
$1.02B
| $6.57K | ﹤0.01% |
+1,193
| New | +$6.48K |
|
2210
Las Vegas Sands
LVS
$29.6B
| $6.57K | ﹤0.01% |
+122
| New | +$6.42K |
|
2211
Digi International
DGII
$3.17B
| $6.56K | ﹤0.01% |
+180
| New | +$6.19K |
|
|
DEA
2212
Easterly Government Properties
DEA
$1.14B
| $6.56K | ﹤0.01% |
+286
| New | +$6.5K |
|
2213
Ziff Davis
ZD
$1.83B
| $6.55K | ﹤0.01% |
+172
| New | +$6.02K |
|
2214
Mizuho Financial
MFG
$127B
| $6.53K | ﹤0.01% |
+975
| New | +$6.08K |
|
2215
Hyatt Hotels
H
$16.3B
| $6.53K | ﹤0.01% |
+46
| New | +$6.6K |
|
2216
BridgeBio Pharma
BBIO
$16.4B
| $6.49K | ﹤0.01% |
+125
| New | +$6.1K |
|
2217
UiPath
PATH
$8.14B
| $6.49K | ﹤0.01% |
+485
| New | +$5.73K |
|
2218
Avista
AVA
$3.22B
| $6.47K | ﹤0.01% |
+171
| New | +$6.36K |
|
|
FETH
2219
Fidelity Ethereum Fund
FETH
$1.01B
| $6.44K | ﹤0.01% |
+155
| New | +$6.07K |
|
2220
Pathward Financial
CASH
$1.82B
| $6.44K | ﹤0.01% |
+87
| New | +$6.78K |
|
2221
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
| $6.44K | ﹤0.01% |
+119
| New | +$6.37K |
|
|
CADE
2222
DELISTED
Cadence Bank
CADE
| $6.42K | ﹤0.01% |
+171
| New | +$6.16K |
|
2223
Credicorp
BAP
$30B
| $6.39K | ﹤0.01% |
+24
| New | +$5.94K |
|
2224
Nuveen AMT-Free Municipal Value Fund
NUW
$251M
| $6.37K | ﹤0.01% |
+449
| New | +$6.19K |
|
2225
Invesco Municipal Opportunity Trust
VMO
$663M
| $6.35K | ﹤0.01% |
+657
| New | +$6.08K |
|
Similar funds
CWP
HNB
NC
LA
SA
MCM
BBHC
FCM
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.