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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 | |
|---|---|---|---|---|---|---|
|
PCH
2251
DELISTED
PotlatchDeltic
PCH
| $5.83K | ﹤0.01% |
+143
| New | +$5.93K |
|
2252
Coca-Cola Europacific Partners
CCEP
$47.1B
| $5.82K | ﹤0.01% |
+64
| New | +$5.94K |
|
2253
Douglas Emmett
DEI
$1.92B
| $5.82K | ﹤0.01% |
+374
| New | +$5.85K |
|
2254
ePlus
PLUS
$2.32B
| $5.82K | ﹤0.01% |
+82
| New | +$5.78K |
|
2255
Pearson
PSO
$9.72B
| $5.82K | ﹤0.01% |
+411
| New | +$5.92K |
|
2256
Cannae Holdings
CNNE
$652M
| $5.8K | ﹤0.01% |
+317
| New | +$6.26K |
|
2257
On Holding
ONON
$10.3B
| $5.8K | ﹤0.01% |
+137
| New | +$6.52K |
|
2258
ArcBest
ARCB
$3.03B
| $5.8K | ﹤0.01% |
+83
| New | +$6.24K |
|
2259
Koppers
KOP
$870M
| $5.8K | ﹤0.01% |
+207
| New | +$6.37K |
|
2260
TriplePoint Venture Growth BDC
TPVG
$214M
| $5.77K | ﹤0.01% |
+1,000
| New | +$6.65K |
|
2261
Cactus
WHD
$5.78B
| $5.76K | ﹤0.01% |
+146
| New | +$6.14K |
|
2262
Opko Health
OPK
$1.04B
| $5.74K | ﹤0.01% |
+3,700
| New | +$5.08K |
|
2263
iShares MSCI Germany ETF
EWG
$1.68B
| $5.7K | ﹤0.01% |
+137
| New | +$5.74K |
|
2264
Simmons First National
SFNC
$3.42B
| $5.69K | ﹤0.01% |
+297
| New | +$5.93K |
|
|
LTC
2265
LTC Properties
LTC
$2.05B
| $5.68K | ﹤0.01% |
+154
| New | +$5.5K |
|
2266
Schneider National
SNDR
$6.12B
| $5.63K | ﹤0.01% |
+266
| New | +$6.5K |
|
2267
New Oriental
EDU
$8.84B
| $5.63K | ﹤0.01% |
+106
| New | +$5.23K |
|
2268
Patterson-UTI
PTEN
$4.22B
| $5.63K | ﹤0.01% |
+1,086
| New | +$6.24K |
|
2269
monday.com
MNDY
$3.7B
| $5.62K | ﹤0.01% |
+29
| New | +$6.68K |
|
2270
ORIX
IX
$43.1B
| $5.62K | ﹤0.01% |
+215
| New | +$5.33K |
|
2271
Stratasys
SSYS
$782M
| $5.6K | ﹤0.01% |
+500
| New | +$5.39K |
|
2272
SunCoke Energy
SXC
$786M
| $5.58K | ﹤0.01% |
+684
| New | +$5.45K |
|
|
SMBS
2273
Schwab Mortgage-Backed Securities ETF
SMBS
$6.47B
| $5.58K | ﹤0.01% |
+217
| New | +$5.51K |
|
2274
Dr. Reddy's Laboratories
RDY
$10.4B
| $5.58K | ﹤0.01% |
+399
| New | +$5.74K |
|
2275
Dolby
DLB
$5.75B
| $5.57K | ﹤0.01% |
+77
| New | +$5.66K |
|
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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.