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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 | |
|---|---|---|---|---|---|---|
2226
CorVel
CRVL
$3.09B
| $6.35K | ﹤0.01% |
+82
| New | +$7.31K |
|
2227
Four Corners Property Trust
FCPT
$2.69B
| $6.34K | ﹤0.01% |
+260
| New | +$6.71K |
|
2228
Middlesex Water
MSEX
$1.1B
| $6.33K | ﹤0.01% |
+117
| New | +$6.26K |
|
2229
Direxion Daily S&P 500 Bull 2X ETF
SPUU
$280M
| $6.33K | ﹤0.01% |
+35
| New | +$5.85K |
|
2230
First Trust Capital Strength ETF
FTCS
$7.99B
| $6.27K | ﹤0.01% |
+67
| New | +$6.18K |
|
2231
Crocs
CROX
$6.31B
| $6.27K | ﹤0.01% |
+75
| New | +$6.85K |
|
2232
Morningstar
MORN
$7.33B
| $6.26K | ﹤0.01% |
+27
| New | +$7.2K |
|
2233
Avantis International Equity ETF
AVDE
$18.7B
| $6.23K | ﹤0.01% |
+79
| New | +$6.02K |
|
2234
BGC Group
BGC
$4.8B
| $6.21K | ﹤0.01% |
+657
| New | +$6.58K |
|
2235
Smith & Wesson
SWBI
$638M
| $6.21K | ﹤0.01% |
+632
| New | +$5.39K |
|
2236
Hanmi Financial
HAFC
$948M
| $6.2K | ﹤0.01% |
+251
| New | +$6.18K |
|
|
VISN
2237
Vistance Networks Inc
VISN
$2.7B
| $6.19K | ﹤0.01% |
+400
| New | +$5.19K |
|
2238
UDR
UDR
$12B
| $6.11K | ﹤0.01% |
+164
| New | +$6.4K |
|
2239
Enpro
NPO
$7.12B
| $6.1K | ﹤0.01% |
+27
| New | +$5.83K |
|
2240
Hasbro
HAS
$13.7B
| $6.07K | ﹤0.01% |
+80
| New | +$6.21K |
|
2241
Erie Indemnity
ERIE
$13.4B
| $6.04K | ﹤0.01% |
+19
| New | +$6.56K |
|
2242
AAR Corp
AIR
$5.86B
| $6.01K | ﹤0.01% |
+67
| New | +$5.1K |
|
|
SERV
2243
Serve Robotics
SERV
$425M
| $6K | ﹤0.01% |
+516
| New | +$5.66K |
|
2244
Center Bancorp
CNOB
$1.79B
| $5.98K | ﹤0.01% |
+241
| New | +$5.94K |
|
2245
Kinross Gold
KGC
$32.3B
| $5.92K | ﹤0.01% |
+238
| New | +$4.58K |
|
2246
Bruker
BRKR
$8.69B
| $5.89K | ﹤0.01% |
+181
| New | +$6.45K |
|
|
UCTT
2247
Ultra Clean Holdings
UCTT
$3.9B
| $5.89K | ﹤0.01% |
+216
| New | +$5.31K |
|
2248
Prestige Consumer Healthcare
PBH
$2.54B
| $5.87K | ﹤0.01% |
+94
| New | +$6.54K |
|
2249
Smith & Nephew
SNN
$12.6B
| $5.84K | ﹤0.01% |
+161
| New | +$5.56K |
|
2250
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
| $5.83K | ﹤0.01% |
+110
| New | +$5.81K |
|
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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.