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
+2.11%
1 Year Est. Return
+21.48%
3 Year Est. Return
+58.98%
5 Year Est. Return
+56.16%
10 Year Est. Return
–
AUM
$12.6B
AUM Growth
-$6.56B
Cap. Flow
-$6.86B
Cap. Flow %
-54.57%
Top 10 Hldgs %
47.31%
Holding
3,079
New
21
Increased
693
Reduced
242
Closed
2,043

Top Buys

Rank Stock Value
1
PCLG
Polen Focus Growth ETF
PCLG
+$54.4M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$48.7M
3
AAPL icon
Apple
AAPL
+$39.7M
4
MSFT icon
Microsoft
MSFT
+$34M
5
NVDA icon
NVIDIA
NVDA
+$30.5M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76B
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$716M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$704M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$477M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$401M

Sector Composition

Rank Sector Weight
1 Technology 4.4%
2 Financials 3.21%
3 Communication Services 1.81%
4 Consumer Discretionary 1.24%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOV icon
2226
NOV
NOV
$7.49B
– –
-1,466
Closed -$19.4K
NOVT icon
2227
Novanta
NOVT
$6.34B
– –
-145
Closed -$14.5K
NPO icon
2228
Enpro
NPO
$7.12B
– –
-27
Closed -$6.1K
NPK icon
2229
National Presto Industries
NPK
$991M
– –
-34
Closed -$3.81K
NRK icon
2230
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$919M
– –
-7,150
Closed -$72.9K
NSA
2231
DELISTED
National Storage Affiliates Trust
NSA
– –
-61
Closed -$1.84K
NSIT icon
2232
Insight Enterprises
NSIT
$4.43B
– –
-6
Closed -$680
NSP icon
2233
Insperity
NSP
$1.94B
– –
-39
Closed -$1.92K
NTB icon
2234
Bank of N.T. Butterfield & Son
NTB
$2.49B
– –
-232
Closed -$9.96K
NTCT icon
2235
NETSCOUT
NTCT
$2.81B
– –
-113
Closed -$2.92K
NTES icon
2236
NetEase
NTES
$81.9B
– –
-50
Closed -$7.6K
NTNX icon
2237
Nutanix
NTNX
$17.4B
– –
-439
Closed -$32.7K
NTR icon
2238
Nutrien
NTR
$32.1B
– –
-2,191
Closed -$129K
NTRA icon
2239
Natera
NTRA
$45.1B
– –
-82
Closed -$13.2K
NU icon
2240
Nu Holdings
NU
$65.9B
– –
-2,593
Closed -$41.5K
NUDM icon
2241
Nuveen ESG International Developed Markets Equity ETF
NUDM
$723M
– –
-1,116
Closed -$42K
NUEM icon
2242
Nuveen ESG Emerging Markets Equity ETF
NUEM
$393M
– –
-109
Closed -$3.89K
NUKZ icon
2243
Range Nuclear Renaissance Index ETF
NUKZ
$802M
– –
-150
Closed -$9.76K
NULG icon
2244
Nuveen ESG Large-Cap Growth ETF
NULG
$2.76B
– –
-1,043
Closed -$104K
NULV icon
2245
Nuveen ESG Large-Cap Value ETF
NULV
$2.29B
– –
-2,673
Closed -$117K
NUMV icon
2246
Nuveen ESG Mid-Cap Value ETF
NUMV
$458M
– –
-127
Closed -$4.91K
NUSC icon
2247
Nuveen ESG Small-Cap ETF
NUSC
$1.33B
– –
-1,152
Closed -$50.8K
NUVB icon
2248
Nuvation Bio
NUVB
$2.24B
– –
-2,000
Closed -$7.4K
NUW icon
2249
Nuveen AMT-Free Municipal Value Fund
NUW
$251M
– –
-449
Closed -$6.37K
NVAX icon
2250
Novavax
NVAX
$1.31B
– –
-20
Closed -$174
88 89
90
91 92

Similar funds

CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Wealthspire Advisors (New York)'s Q4 2025 Portfolio in Review

As of Q4 2025, Wealthspire Advisors (New York) held 3,079 positions worth $12.6B, down 34% from $19.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Wealthspire Advisors (New York) withdrew a net $6.86B in Q4 2025, closing 2,043 positions and reducing 242 holdings. Its most notable exit was Metsera Inc, an estimated $11.2M position sold in full.

By sector, the portfolio is most concentrated in Technology at 4.4% of assets, up from 2.1% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Wealthspire Advisors (New York) opened a new position in Reaves Utility Income Fund worth $5.28M.

  • Wealthspire Advisors (New York)'s largest Q4 2025 buy was Reaves Utility Income Fund: 144,310 shares worth $5.28M.
  • Wealthspire Advisors (New York) added most to Polen Focus Growth ETF in Q4 2025, an estimated $54.4M increase.
  • Wealthspire Advisors (New York)'s biggest Q4 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.76B.
  • Wealthspire Advisors (New York) fully exited Metsera Inc in Q4 2025, selling an estimated $11.2M.
  • Wealthspire Advisors (New York)'s ten largest holdings make up 47% of its $12.6B portfolio in Q4 2025.
  • Wealthspire Advisors (New York) opened 21 new positions and closed 2,043 in Q4 2025.
  • Wealthspire Advisors (New York)'s portfolio value fell 34% quarter-over-quarter to $12.6B.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.