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WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.7B
1-Year Est. Return 17.31%
This Fund
S&P 500
This Quarter Est. Return
+2.11%
1 Year Est. Return
+17.31%
3 Year Est. Return
+47.87%
5 Year Est. Return
+46.91%
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
PI icon
2351
Impinj
PI
$5.38B
– –
-145
Closed -$26.2K
PID icon
2352
Invesco International Dividend Achievers ETF
PID
$913M
– –
-773
Closed -$16.4K
PIE icon
2353
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$244M
– –
-617
Closed -$15.1K
PII icon
2354
Polaris
PII
$4B
– –
-1,330
Closed -$77.3K
PINC
2355
DELISTED
Premier
PINC
– –
-35
Closed -$973
PIPR icon
2356
Piper Sandler
PIPR
$5.39B
– –
-124
Closed -$10.8K
PJT icon
2357
PJT Partners
PJT
$4.49B
– –
-451
Closed -$80.1K
PJP icon
2358
Invesco Pharmaceuticals ETF
PJP
$500M
– –
-90
Closed -$8.32K
PK icon
2359
Park Hotels & Resorts
PK
$2.91B
– –
-1,215
Closed -$13.5K
PKST
2360
DELISTED
Peakstone Realty Trust
PKST
– –
-3,428
Closed -$45K
PKW icon
2361
Invesco BuyBack Achievers ETF
PKW
$1.78B
– –
-32
Closed -$4.24K
PKX icon
2362
POSCO
PKX
$17.2B
– –
-247
Closed -$12.2K
PLAB icon
2363
Photronics
PLAB
$1.92B
– –
-226
Closed -$5.19K
PLAY icon
2364
Dave & Buster's
PLAY
$347M
– –
-108
Closed -$1.96K
PLMR icon
2365
Palomar
PLMR
$3.52B
– –
-42
Closed -$4.9K
PLNT icon
2366
Planet Fitness
PLNT
$3.66B
– –
-220
Closed -$22.8K
PLOW icon
2367
Douglas Dynamics
PLOW
$979M
– –
-512
Closed -$16K
PLUG icon
2368
Plug Power
PLUG
$3.08B
– –
-1,914
Closed -$4.46K
PLUS icon
2369
ePlus
PLUS
$2.32B
– –
-82
Closed -$5.82K
PNFP icon
2370
Pinnacle Financial Partners Inc
PNFP
$16.1B
– –
-336
Closed -$31.5K
PNNT
2371
Pennant Park Investment Corp
PNNT
$246M
– –
-100
Closed -$671
PNR icon
2372
Pentair
PNR
$10.8B
– –
-298
Closed -$33K
PODD icon
2373
Insulet
PODD
$10B
– –
-37
Closed -$11.4K
POR icon
2374
Portland General Electric
POR
$5.7B
– –
-219
Closed -$9.64K
POST icon
2375
Post Holdings
POST
$3.56B
– –
-548
Closed -$58.9K
93 94
95
96 97

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ZIG
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IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Fundsmith LLP
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AIM
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ECM
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TRSOTSOK
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GC
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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.