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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 | |
|---|---|---|---|---|---|---|
2426
FMC
FMC
$1.31B
| $3.67K | ﹤0.01% |
+109
| New | +$4.25K |
|
2427
Lakeland Financial Corp
LKFN
$1.54B
| $3.66K | ﹤0.01% |
+57
| New | +$3.7K |
|
2428
Sana Biotechnology
SANA
$1.03B
| $3.66K | ﹤0.01% |
+1,030
| New | +$3.72K |
|
2429
Goosehead Insurance
GSHD
$2.33B
| $3.65K | ﹤0.01% |
+49
| New | +$4.32K |
|
2430
Seaboard Corp
SEB
$4.02B
| $3.65K | ﹤0.01% |
+1
| New | +$3.48K |
|
2431
ADMA Biologics
ADMA
$2.19B
| $3.64K | ﹤0.01% |
+248
| New | +$4.25K |
|
2432
Molson Coors Class B
TAP
$7.84B
| $3.63K | ﹤0.01% |
+80
| New | +$3.95K |
|
2433
United Microelectronic
UMC
$47.6B
| $3.63K | ﹤0.01% |
+479
| New | +$3.4K |
|
2434
Compass
COMP
$9.74B
| $3.61K | ﹤0.01% |
+450
| New | +$3.65K |
|
2435
Corebridge Financial
CRBG
$14.9B
| $3.56K | ﹤0.01% |
+111
| New | +$3.79K |
|
2436
Landstar System
LSTR
$6.02B
| $3.56K | ﹤0.01% |
+29
| New | +$3.85K |
|
|
MFA
2437
MFA Financial
MFA
$930M
| $3.55K | ﹤0.01% |
+386
| New | +$3.73K |
|
2438
Conduent
CNDT
$242M
| $3.5K | ﹤0.01% |
+1,248
| New | +$3.38K |
|
2439
Invesco DB Commodity Index Tracking Fund
DBC
$1.73B
| $3.49K | ﹤0.01% |
+155
| New | +$3.45K |
|
2440
Enovis
ENOV
$1.43B
| $3.49K | ﹤0.01% |
+115
| New | +$3.49K |
|
2441
Sally Beauty Holdings
SBH
$1.6B
| $3.48K | ﹤0.01% |
+214
| New | +$2.69K |
|
2442
Lionsgate Studios
LION
$3.54B
| $3.47K | ﹤0.01% |
+503
| New | +$3.24K |
|
2443
InfuSystem Holdings
INFU
$245M
| $3.42K | ﹤0.01% |
+330
| New | +$2.74K |
|
2444
Brink's
BCO
$4.7B
| $3.39K | ﹤0.01% |
+29
| New | +$3.03K |
|
|
VIVO
2445
VivoPower PLC
VIVO
$124M
| $3.38K | ﹤0.01% |
+751
| New | +$3.88K |
|
2446
Rogers Corp
ROG
$2.39B
| $3.38K | ﹤0.01% |
+42
| New | +$3.13K |
|
2447
Lennar Class B
LEN.B
$20.7B
| $3.37K | ﹤0.01% |
+28
| New | +$3.32K |
|
2448
Capri Holdings
CPRI
$1.77B
| $3.37K | ﹤0.01% |
+169
| New | +$3.39K |
|
|
BDN
2449
Brandywine Realty Trust
BDN
$537M
| $3.35K | ﹤0.01% |
+803
| New | +$3.38K |
|
2450
O-I Glass
OI
$1.1B
| $3.33K | ﹤0.01% |
+257
| New | +$3.5K |
|
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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.