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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 | |
|---|---|---|---|---|---|---|
2351
Lantheus
LNTH
$6.57B
| $4.57K | ﹤0.01% |
+89
| New | +$5.56K |
|
2352
Diebold Nixdorf
DBD
$2.4B
| $4.56K | ﹤0.01% |
+80
| New | +$4.74K |
|
2353
Assurant
AIZ
$13.9B
| $4.55K | ﹤0.01% |
+21
| New | +$4.26K |
|
|
HBI
2354
DELISTED
Hanesbrands
HBI
| $4.53K | ﹤0.01% |
+688
| New | +$3.8K |
|
2355
PDF Solutions
PDFS
$2.08B
| $4.49K | ﹤0.01% |
+174
| New | +$3.8K |
|
|
HTO
2356
H2O America
HTO
$2.61B
| $4.48K | ﹤0.01% |
+92
| New | +$4.59K |
|
2357
The GEO Group
GEO
$4.18B
| $4.47K | ﹤0.01% |
+218
| New | +$4.98K |
|
2358
Plug Power
PLUG
$3.1B
| $4.46K | ﹤0.01% |
+1,914
| New | +$3.25K |
|
2359
SiriusPoint
SPNT
$2.62B
| $4.41K | ﹤0.01% |
+244
| New | +$4.57K |
|
2360
Perdoceo Education
PRDO
$1.95B
| $4.41K | ﹤0.01% |
+117
| New | +$3.75K |
|
2361
Transocean
RIG
$6.49B
| $4.39K | ﹤0.01% |
+1,408
| New | +$4.25K |
|
2362
Warrior Met Coal
HCC
$5.16B
| $4.39K | ﹤0.01% |
+69
| New | +$3.94K |
|
2363
CoreCivic
CXW
$3.35B
| $4.36K | ﹤0.01% |
+214
| New | +$4.43K |
|
|
CTEV
2364
Claritev Corp
CTEV
$592M
| $4.35K | ﹤0.01% |
+82
| New | +$4.53K |
|
2365
Chefs' Warehouse
CHEF
$4.46B
| $4.32K | ﹤0.01% |
+74
| New | +$4.72K |
|
2366
Bunge Global
BG
$21.4B
| $4.31K | ﹤0.01% |
+53
| New | +$4.25K |
|
2367
BlackLine
BL
$1.63B
| $4.3K | ﹤0.01% |
+81
| New | +$4.38K |
|
2368
Fox Class B
FOX
$23.2B
| $4.3K | ﹤0.01% |
+75
| New | +$3.96K |
|
2369
Selective Insurance
SIGI
$5.6B
| $4.3K | ﹤0.01% |
+53
| New | +$4.27K |
|
2370
Enova International
ENVA
$6.4B
| $4.26K | ﹤0.01% |
+37
| New | +$4.23K |
|
2371
California Resources
CRC
$4.81B
| $4.25K | ﹤0.01% |
+80
| New | +$4.01K |
|
2372
CarGurus
CARG
$3.22B
| $4.24K | ﹤0.01% |
+114
| New | +$3.9K |
|
|
SOBO
2373
South Bow Corp
SOBO
$7.57B
| $4.24K | ﹤0.01% |
+150
| New | +$4.08K |
|
2374
Teva Pharmaceuticals
TEVA
$42.5B
| $4.24K | ﹤0.01% |
+210
| New | +$3.69K |
|
2375
Invesco BuyBack Achievers ETF
PKW
$1.77B
| $4.24K | ﹤0.01% |
+32
| New | +$4.11K |
|
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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.