Wealthspire Advisors, LLC

CIK

1646247

Location

NEW YORK, NY

Portfolio Value

Mid $2,131,503,942

Diversification

Diversified

Filing Date

Global Rank

#955 / 8,232 ▲ 75

Top Industry

Insurance Brokers 18.7%

3Y Alpha vs SPY

-3.4%

Period ended 3 months ago

Filed May 1, 2026 · 45d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.9%

SPY

+74.2%

Annualised alpha

-3.4%

Max drawdown

−17.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

537 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.9%

+0.6 pts

Top 5

43.0%

+6.2 pts

Top 10

54.7%

+4.8 pts

HHI

527

Diversified+129

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	28.6%	$609,099,498	105
Technology	19.5%	$415,927,450	76
Unclassified	19.3%	$411,780,044	19
Consumer Cyclical	9.4%	$201,233,699	43
Healthcare	5.2%	$111,447,716	71
Industrials	4.7%	$101,064,481	70
Communication Services	4.0%	$84,976,862	18
Consumer Defensive	3.9%	$83,746,108	29
Energy	2.6%	$54,828,033	27
Utilities	1.4%	$29,492,769	28
Real Estate	0.7%	$14,572,125	28
Basic Materials	0.6%	$13,335,157	23

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AON	Aon plc	+710,479	984,075	$317,639,728
BYRN	Byrna Technologies Inc.	+537,635	782,749	$7,185,635
CAVA	Cava Group, Inc.	+374,000	403,477	$32,641,289
GBDC	GOLUB CAPITAL BDC, Inc.	+356,348	375,135	$4,749,209
CBNK	Capital Bancorp Inc	+216,576	295,417	$8,785,701
CMG	Chipotle Mexican Grill Inc	+138,647	151,700	$4,855,917
EXFY	Expensify, Inc.	+132,318	238,530	$207,521
GALT	Galectin Therapeutics Inc	+119,815	721,788	$2,013,788
ACN	Accenture plc	+100,273	190,669	$37,807,756
UBSI	United Bankshares Inc/Wv	+94,971	104,053	$4,309,875
CME	Cme Group Inc.	+89,409	316,090	$93,357,181
AUB	Atlantic Union Bankshares Corp	+54,709	60,575	$2,164,950
MEC	Mayville Engineering Company, Inc.	+46,192	141,607	$2,541,845
SIF	Sifco Industries Inc	+38,022	98,049	$1,305,032
VZ	Verizon Communications Inc	+37,975	189,070	$9,491,314
TSLA	Tesla, Inc.	+34,274	92,985	$34,567,173
GLDM	World Gold Trust	+28,743	60,572	$5,614,418
CSX	Csx Corp	+27,072	67,192	$2,758,231
GDLC	Grayscale CoinDesk Crypto 5 ETF	+26,415	37,248	$1,161,765
PINS	Pinterest, Inc.	+23,789	33,795	$619,800
HLT	Hilton Worldwide Holdings Inc.	+23,587	24,959	$7,589,532
BYND	Beyond Meat, Inc.	+20,003	40,018	$28,092
DX	Dynex Capital Inc	+18,443	41,962	$535,435
LOW	Lowes Companies Inc	+18,200	29,354	$6,935,763
SG	Sweetgreen, Inc.	+17,456	29,914	$155,253
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−78,062	317,353	$55,346,363
AAPL	Apple Inc.	−77,757	512,807	$130,145,288
BAC	Bank Of America Corp /De/	−56,716	80,014	$3,900,682
MSFT	Microsoft Corp	−45,617	237,664	$87,976,082
T	At&T Inc.	−42,103	140,595	$4,075,849
AMZN	Amazon Com Inc	−34,976	219,404	$45,695,271
NFLX	Netflix Inc	−33,002	61,468	$5,910,148
JPM	Jpmorgan Chase & Co	−32,408	63,509	$18,681,807
WBD	Warner Bros. Discovery, Inc.	−29,676	31,435	$863,205
F	Ford Motor Co	−26,650	52,763	$608,885
GOOGL	Alphabet Inc.	−26,631	134,944	$38,804,496
AKBA	Akebia Therapeutics, Inc.	−25,100	180,002	$250,202
SAN	Banco Santander, S.A.	−23,938	21,998	$248,137
XOM	Exxon Mobil Corp	−23,290	134,584	$22,833,521
ORCL	Oracle Corp	−19,827	23,600	$3,471,796
META	Meta Platforms, Inc.	−19,302	28,928	$16,550,576
WMT	Walmart Inc.	−18,419	93,465	$11,615,830
INTC	Intel Corp	−18,379	54,389	$2,400,186
AVGO	Broadcom Inc.	−17,625	44,747	$13,849,643
FAST	Fastenal Co	−17,353	52,668	$2,443,795
USB	US Bancorp De	−16,376	26,489	$1,377,692
CMCSA	Comcast Corp	−14,757	58,799	$1,688,119
CX	Cemex Sab De CV	−13,593	76,498	$875,137
WFC	Wells Fargo & Company/Mn	−13,586	39,396	$3,136,315
EXC	Exelon Corp	−13,491	26,312	$1,289,814
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BZH	Beazer Homes USA Inc	1,117,138	$21,493,735
JMSB	John Marshall Bancorp, Inc.	64,141	$1,300,779
ADX	Adams Diversified Equity Fund, Inc.	51,221	$1,121,227
HYT	Blackrock Corporate High Yield Fund, Inc.	102,215	$870,871
AGX	Argan Inc	1,579	$860,002
GAB	Gabelli Equity Trust Inc	147,092	$823,715
AZN	Astrazeneca PLC	3,865	$762,255
STRL	Sterling Infrastructure, Inc.	1,846	$751,820
ELAN	Elanco Animal Health Inc	30,824	$737,618
SBCF	Seacoast Banking Corp Of Florida	20,064	$607,738
CBNA	Chain Bridge Bancorp Inc	17,000	$593,300
PHYS	Sprott Physical Gold Trust	16,726	$592,769
EGBN	Eagle Bancorp Inc	23,404	$582,057
HHH	Howard Hughes Holdings Inc.	7,277	$460,343
HST	Host Hotels & Resorts, Inc.	23,493	$450,125
FVCB	FVCBankcorp, Inc.	29,302	$445,097
IRM	Iron Mountain Inc	4,284	$437,567
NCIQ	Hashdex Nasdaq CME Crypto Index ETF	24,860	$428,337
CDRO	Codere Online Luxembourg, S.A.	50,000	$420,500
FNV	FRANCO NEVADA Corp	1,696	$418,996
PL	Planet Labs PBC	14,689	$410,557
RIO	Rio Tinto PLC	4,035	$376,425
TYL	Tyler Technologies Inc	1,089	$372,851
ACNB	Acnb Corp	7,617	$364,625
ARCC	Ares Capital Corp	19,148	$345,046
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HBAN	Huntington Bancshares Inc /Md/	374,208	$6,492,508
EVRG	Evergy, Inc.	20,877	$1,513,373
APP	AppLovin Corp	1,400	$943,348
BMO	Bank Of Montreal /Can/	6,835	$887,114
SAP	Sap SE	3,079	$747,919
HCA	HCA Healthcare, Inc.	1,551	$724,099
HWM	Howmet Aerospace Inc.	3,310	$678,616
COR	Cencora, Inc.	1,974	$666,718
SPOT	Spotify Technology S.A.	991	$575,483
SNPS	Synopsys Inc	1,198	$562,724
DOCU	Docusign, Inc.	8,220	$562,248
RF	Regions Financial Corp	18,358	$497,501
PCAR	Paccar Inc	4,536	$496,737
HSBC	Hsbc Holdings PLC	6,302	$495,778
NRG	Nrg Energy, Inc.	3,073	$489,344
EXPE	Expedia Group, Inc.	1,722	$487,859
UAL	United Airlines Holdings, Inc.	4,271	$477,583
CCL	Carnival Corp Ltd.	15,545	$474,744
AIG	American International Group, Inc.	5,445	$465,819
PHM	Pultegroup Inc/Mi/	3,930	$460,831
FITB	Fifth Third Bancorp	9,527	$445,958
FBTC	Fidelity Wise Origin Bitcoin Fund	5,668	$432,071
FCNCA	First Citizens Bancshares Inc /De/	199	$427,089
TPR	Tapestry, Inc.	3,342	$427,007
TOST	Toast, Inc.	11,985	$425,587
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

537 positions · $2,131,503,942 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 537 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
UP	Wheels Up Experience Inc. Industrials	NEW	10,318	NEW	$5,334	NEW	0.00%
GUTS	Fractyl Health, Inc. Healthcare	NEW	15,617	NEW	$7,152	NEW	0.00%
FEMY	Femasys Inc Healthcare	Held	28,134	0	$11,816	−27.1%	0.00%
MIST	Milestone Pharmaceuticals Inc. Healthcare	NEW	10,629	NEW	$12,648	NEW	0.00%
CBUS	Cibus, Inc. Healthcare	NEW	10,000	NEW	$19,800	NEW	0.00%
CRDL	Cardiol Therapeutics Inc. Healthcare	Held	15,151	0	$20,453	+41.5%	0.00%
IVVD	Invivyd, Inc. Healthcare	NEW	17,595	NEW	$22,873	NEW	0.00%
OGI	Organigram Global Inc. Healthcare	NEW	18,522	NEW	$24,819	NEW	0.00%
BYND	Beyond Meat, Inc. Consumer Defensive	Added	40,018	+20,003	$28,092	+71.2%	0.00%
DDD	3D Systems Corp Technology	NEW	16,000	NEW	$30,080	NEW	0.00%
GANX	Gain Therapeutics, Inc. Healthcare	Held	16,900	0	$32,786	−39.8%	0.00%
RXRX	Recursion Pharmaceuticals, Inc. Healthcare	Reduced	12,535	-300	$38,482	−26.7%	0.00%
ELME	Elme Communities Real Estate	NEW	19,364	NEW	$38,921	NEW	0.00%
SSP	E.W. SCRIPPS Co Communication Services	Reduced	11,060	-118	$41,143	−7.8%	0.00%
VNRX	Volitionrx Ltd Healthcare	NEW	220,000	NEW	$44,000	NEW	0.00%
ANVS	Annovis Bio, Inc. Healthcare	Held	20,000	0	$44,600	−35.5%	0.00%
GAME	GameSquare Holdings, Inc. Communication Services	Added	181,633	+32	$49,040	−29.9%	0.00%
MRCC	MONROE CAPITAL Corp Financial Services	NEW	11,586	NEW	$53,295	NEW	0.00%
STXS	Stereotaxis, Inc. Healthcare	NEW	31,500	NEW	$57,960	NEW	0.00%
KOPN	Kopin Corp Technology	Held	28,741	0	$64,667	−3.8%	0.00%
FLL	Full House Resorts Inc Consumer Cyclical	Held	30,000	0	$67,500	−13.8%	0.00%
WRAP	Wrap Technologies, Inc. Technology	Held	44,834	0	$69,044	−35.3%	0.00%
SPWH	Sportsman's Warehouse Holdings, Inc. Consumer Cyclical	NEW	49,939	NEW	$70,413	NEW	0.00%
DMRC	Digimarc Corp Technology	NEW	14,400	NEW	$70,704	NEW	0.00%
OPEN	Opendoor Technologies Inc. Real Estate	Added	16,388	+3,593	$76,695	+2.8%	0.00%
NIO	NIO Inc. Consumer Cyclical	Added	14,263	+1,283	$86,005	+29.9%	0.00%
NAT	NORDIC AMERICAN TANKERS Ltd Energy	NEW	15,200	NEW	$89,072	NEW	0.00%
KRMD	KORU Medical Systems, Inc. Healthcare	Added	21,425	+1,000	$92,556	−22.0%	0.00%
MLCO	Melco Resorts & Entertainment LTD Consumer Cyclical	Added	17,000	+2,000	$96,560	−15.0%	0.00%
JOBY	Joby Aviation, Inc. Industrials	Reduced	12,730	-942	$105,149	−41.7%	0.00%
MIN	Mfs Intermediate Income Trust Financial Services	Held	43,025	0	$107,992	−3.8%	0.01%
EFT	Eaton Vance Floating-Rate Income Trust Financial Services	Reduced	10,195	-5,224	$109,392	−37.2%	0.01%
DNP	Dnp Select Income Fund Inc Financial Services	NEW	10,776	NEW	$110,992	NEW	0.01%
PATH	UiPath, Inc. Technology	NEW	10,244	NEW	$113,708	NEW	0.01%
CION	CION Investment Corp Financial Services	Held	16,687	0	$114,139	−29.3%	0.01%
AIRJ	AirJoule Technologies Corp. Industrials	Held	50,000	0	$125,500	−36.3%	0.01%
RMTI	Rockwell Medical, Inc. Healthcare	NEW	151,838	NEW	$135,135	NEW	0.01%
EVLV	Evolv Technologies Holdings, Inc. Industrials	Added	22,560	+1,783	$136,488	−8.3%	0.01%
VSTS	Vestis Corp Industrials	Reduced	18,382	-887	$144,482	+12.4%	0.01%
VGM	Invesco Trust for Investment Grade Municipals Financial Services	Added	15,000	+5,000	$148,050	+42.8%	0.01%
OLMA	Olema Pharmaceuticals, Inc. Healthcare	Held	10,172	0	$151,664	−40.4%	0.01%
CIFR	Cipher Digital Inc. Technology	NEW	12,002	NEW	$154,465	NEW	0.01%
SG	Sweetgreen, Inc. Consumer Cyclical	Added	29,914	+17,456	$155,253	+84.4%	0.01%
SAMG	Silvercrest Asset Management Group Inc. Financial Services	NEW	12,796	NEW	$171,978	NEW	0.01%
CDZI	Cadiz Inc Utilities	Held	35,340	0	$173,519	−12.5%	0.01%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	NEW	11,181	NEW	$189,741	NEW	0.01%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Added	17,802	+3,100	$199,916	+16.9%	0.01%
NTAP	NetApp, Inc. Technology	Reduced	1,954	-1,640	$200,070	−48.0%	0.01%
EXEL	Exelixis, Inc. Healthcare	Reduced	4,683	-1,525	$200,853	−26.2%	0.01%
CTO	CTO Realty Growth, Inc. Real Estate	Held	10,872	0	$201,023	+0.4%	0.01%