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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 | |
|---|---|---|---|---|---|---|
2326
Northwest Natural Holdings
NWN
$2.12B
| $4.94K | ﹤0.01% |
+110
| New | +$4.56K |
|
|
EVF
2327
Eaton Vance Senior Income Trust
EVF
$91.4M
| $4.93K | ﹤0.01% |
+900
| New | +$5.02K |
|
2328
Nuveen ESG Mid-Cap Value ETF
NUMV
$458M
| $4.91K | ﹤0.01% |
+127
| New | +$4.76K |
|
2329
California Water Service
CWT
$3.09B
| $4.91K | ﹤0.01% |
+107
| New | +$4.93K |
|
2330
Palomar
PLMR
$3.47B
| $4.9K | ﹤0.01% |
+42
| New | +$5.33K |
|
2331
Cenovus Energy
CVE
$55B
| $4.88K | ﹤0.01% |
+287
| New | +$4.48K |
|
2332
CONMED
CNMD
$1.48B
| $4.84K | ﹤0.01% |
+103
| New | +$5.34K |
|
|
BRW
2333
Saba Capital Income & Opportunities Fund
BRW
$336M
| $4.83K | ﹤0.01% |
+622
| New | +$5.12K |
|
2334
N-able
NABL
$593M
| $4.83K | ﹤0.01% |
+619
| New | +$4.96K |
|
2335
Deluxe
DLX
$1.09B
| $4.78K | ﹤0.01% |
+247
| New | +$4.5K |
|
|
IAUX
2336
i-80 Gold Corp
IAUX
$1.43B
| $4.78K | ﹤0.01% |
+5,000
| New | +$3.64K |
|
2337
Brown-Forman Class B
BF.B
$12.9B
| $4.75K | ﹤0.01% |
+175
| New | +$5.07K |
|
2338
Upbound Group
UPBD
$1.11B
| $4.73K | ﹤0.01% |
+200
| New | +$4.94K |
|
2339
Cipher Digital
CIFR
$7.14B
| $4.7K | ﹤0.01% |
+373
| New | +$2.81K |
|
2340
Lucid Motors
LCID
$2.64B
| $4.69K | ﹤0.01% |
+197
| New | +$4.45K |
|
2341
Werner Enterprises
WERN
$2.18B
| $4.68K | ﹤0.01% |
+178
| New | +$4.99K |
|
2342
Pacer Global Cash Cows Dividend ETF
GCOW
$3.48B
| $4.68K | ﹤0.01% |
+118
| New | +$4.64K |
|
2343
RH
RH
$3.46B
| $4.67K | ﹤0.01% |
+23
| New | +$5K |
|
2344
Power Integrations
POWI
$3.54B
| $4.67K | ﹤0.01% |
+116
| New | +$5.6K |
|
2345
Cavco Industries
CVCO
$4.57B
| $4.65K | ﹤0.01% |
+8
| New | +$3.91K |
|
2346
D-Wave Quantum Inc. Common Stock
QBTS
$7.53B
| $4.65K | ﹤0.01% |
+188
| New | +$3.42K |
|
2347
Mercury Systems
MRCY
$6.55B
| $4.64K | ﹤0.01% |
+60
| New | +$3.73K |
|
2348
Telkom Indonesia
TLK
$14.4B
| $4.61K | ﹤0.01% |
+245
| New | +$4.53K |
|
2349
Tyson Foods
TSN
$19.9B
| $4.59K | ﹤0.01% |
+85
| New | +$4.69K |
|
|
HTBK
2350
DELISTED
Heritage Commerce
HTBK
| $4.59K | ﹤0.01% |
+462
| New | +$4.64K |
|
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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.