Wealthspire Advisors, LLC
Follow13F filer, CIK 1646247, NEW YORK, NY
Wealthspire Advisors, LLC reported $12,734,101,728 across 932 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-01. Its ten largest share positions make up 47.08% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001646247-26-000003
- Period
- 2026-03-31
- Reported value
- $12.7B
- Holdings
- 932
- Top 10 weight
- 47.08%
- New
- 93
- Sold out
- 193
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AONadded | +710,479 | $229M |
| VVadded | +262,452 | $78.4M |
| VEAadded | +980,768 | $62.8M |
| VXUSadded | +451,674 | $34.8M |
| VUGadded | +77,422 | $33.8M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| GOOGreduced | -87,317 | -$25M |
| AAPLreduced | -77,757 | -$19.7M |
| USFRreduced | -363,938 | -$18.3M |
| MSFTreduced | -45,617 | -$16.9M |
| VOOreduced | -26,835 | -$16M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 932 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| HBANHUNTINGTON BANCSHARES INC | 374,208 | $6.49M | shares |
| EVRGEVERGY INC | 20,877 | $1.51M | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 10,859 | $998K | shares |
| APPAPPLOVIN CORP | 1,400 | $943K | shares |
| BMOBANK OF MONTREAL | 6,835 | $887K | shares |
| SAPSAP SE | 3,079 | $748K | shares |
| HCAHCA HEALTHCARE INC | 1,551 | $724K | shares |
| CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL | 1,562 | $697K | shares |
| HWMHOWMET AEROSPACE INC | 3,310 | $679K | shares |
| CORCENCORA INC | 1,974 | $667K | shares |
| IFLNINVESCO EXCH TRADED FD TR II | 31,269 | $582K | shares |
| SPOTSPOTIFY TECHNOLOGY S A | 991 | $576K | shares |
| SNPSSYNOPSYS INC | 1,198 | $563K | shares |
| DOCUDOCUSIGN INC | 8,220 | $562K | shares |
| RFREGIONS FINANCIAL CORP NEW | 18,358 | $498K | shares |
| PCARPACCAR INC | 4,536 | $497K | shares |
| HSBCHSBC HLDGS PLC | 6,302 | $496K | shares |
| NRGNRG ENERGY INC | 3,073 | $489K | shares |
| EXPEEXPEDIA GROUP INC | 1,722 | $488K | shares |
| UALUNITED AIRLS HLDGS INC | 4,271 | $478K | shares |
| CCLCARNIVAL CORP | 15,545 | $475K | shares |
| AIGAMERICAN INTL GROUP INC | 5,445 | $466K | shares |
| PHMPULTE GROUP INC | 3,930 | $461K | shares |
| FITBFIFTH THIRD BANCORP | 9,527 | $446K | shares |
| FBTCFIDELITY WISE ORIGIN BITCOIN | 5,668 | $432K | shares |
| FCNCAFIRST CTZNS BANCSHARES INC D | 199 | $427K | shares |
| TPRTAPESTRY INC | 3,342 | $427K | shares |
| TOSTTOAST INC | 11,985 | $426K | shares |
| STTSTATE STR CORP | 3,248 | $419K | shares |
| LDOSLEIDOS HOLDINGS INC | 2,306 | $416K | shares |
| GPCGENUINE PARTS CO | 3,383 | $416K | shares |
| LMBSFIRST TR EXCHANGE-TRADED FD | 8,308 | $415K | shares |
| XELXCEL ENERGY INC | 5,575 | $412K | shares |
| DASHDOORDASH INC | 1,813 | $411K | shares |
| EBAYEBAY INC. | 4,677 | $407K | shares |
| UTHRUNITED THERAPEUTICS CORP DEL | 832 | $405K | shares |
| IXGISHARES TR | 3,308 | $400K | shares |
| BBYBEST BUY INC | 5,799 | $388K | shares |
| RSGREPUBLIC SVCS INC | 1,819 | $386K | shares |
| BRBROADRIDGE FINL SOLUTIONS IN | 1,704 | $380K | shares |
| MTZMASTEC INC | 1,749 | $380K | shares |
| BROBROWN & BROWN INC | 4,713 | $376K | shares |
| VTECVANGUARD CALIF TAX FREE FDS | 3,712 | $372K | shares |
| LLOEWS CORP | 3,522 | $371K | shares |
| EAELECTRONIC ARTS INC | 1,812 | $370K | shares |
| XBISPDR SERIES TRUST | 2,996 | $365K | shares |
| GRMNGARMIN LTD | 1,798 | $365K | shares |
| MCOMOODYS CORP | 703 | $359K | shares |
| IRINGERSOLL RAND INC | 4,441 | $352K | shares |
| DDDUPONT DE NEMOURS INC | 8,741 | $351K | shares |
| AAGILENT TECHNOLOGIES INC | 2,569 | $350K | shares |
| TMTOYOTA MOTOR CORP | 1,629 | $349K | shares |
| ITTITT INC | 1,985 | $344K | shares |
| EQIXEQUINIX INC | 449 | $344K | shares |
| ILMNILLUMINA INC | 2,613 | $343K | shares |
| IQVIQVIA HLDGS INC | 1,493 | $337K | shares |
| INGING GROEP N.V. | 11,890 | $333K | shares |
| XLRESELECT SECTOR SPDR TR | 8,183 | $330K | shares |
| NUENUCOR CORP | 2,022 | $330K | shares |
| PKGPACKAGING CORP AMER | 1,593 | $329K | shares |
| VRSKVERISK ANALYTICS INC | 1,468 | $328K | shares |
| FSLRFIRST SOLAR INC | 1,251 | $327K | shares |
| HPEHEWLETT PACKARD ENTERPRISE C | 13,560 | $326K | shares |
| HIIHUNTINGTON INGALLS INDS INC | 943 | $321K | shares |
| OTISOTIS WORLDWIDE CORP | 3,601 | $315K | shares |
| VICIVICI PPTYS INC | 11,143 | $313K | shares |
| DGDOLLAR GEN CORP | 2,344 | $311K | shares |
| ZZILLOW GROUP INC | 4,460 | $304K | shares |
| WWDWOODWARD INC | 996 | $301K | shares |
| HUBBHUBBELL INC | 676 | $300K | shares |
| STLDSTEEL DYNAMICS INC | 1,768 | $300K | shares |
| MFGMIZUHO FINANCIAL GROUP INC | 40,629 | $297K | shares |
| ONON SEMICONDUCTOR CORP | 5,454 | $295K | shares |
| INGRINGREDION INC | 2,670 | $294K | shares |
| LPLALPL FINL HLDGS INC | 822 | $294K | shares |
| VLTOVERALTO CORP | 2,925 | $292K | shares |
| ITGARTNER INC | 1,150 | $290K | shares |
| CBRECBRE GROUP INC | 1,791 | $288K | shares |
| WPMWHEATON PRECIOUS METALS CORP | 2,435 | $286K | shares |
| HUMHUMANA INC | 1,115 | $285K | shares |
| PEJINVESCO EXCHANGE TRADED FD T | 4,644 | $285K | shares |
| AWIARMSTRONG WORLD INDS INC NEW | 1,489 | $285K | shares |
| CCKCROWN HLDGS INC | 2,761 | $284K | shares |
| LULULULULEMON ATHLETICA INC | 1,361 | $283K | shares |
| CIENCIENA CORP | 1,204 | $282K | shares |
| CNPCENTERPOINT ENERGY INC | 7,329 | $281K | shares |
| SOLVSOLVENTUM CORP | 3,539 | $280K | shares |
| BKRBAKER HUGHES COMPANY | 6,118 | $279K | shares |
| PLXSPLEXUS CORP | 1,881 | $277K | shares |
| VSTVISTRA CORP | 1,709 | $276K | shares |
| MUSAMURPHY USA INC | 683 | $276K | shares |
| SPRYARS PHARMACEUTICALS INC | 23,650 | $276K | shares |
| FIXCOMFORT SYS USA INC | 294 | $274K | shares |
| CRHCRH PLC | 2,196 | $274K | shares |
| MPWRMONOLITHIC PWR SYS INC | 301 | $273K | shares |
| SNYSANOFI SA | 5,624 | $273K | shares |
| CINFCINCINNATI FINL CORP | 1,667 | $272K | shares |
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 3,274 | $272K | shares |
| BCSBARCLAYS PLC | 10,645 | $271K | shares |
| HDBHDFC BANK LTD | 7,406 | $271K | shares |
| RSPTINVESCO EXCHANGE TRADED FD T | 5,940 | $270K | shares |
| BANKFINANCIAL CORPBANKFINANCIAL CORP | 22,500 | $270K | shares |
| DBDEUTSCHE BK AG | 6,969 | $269K | shares |
| INSPINSPIRE MED SYS INC | 2,882 | $266K | shares |
| VOYAVOYA FINANCIAL INC | 3,568 | $266K | shares |
| ODFLOLD DOMINION FREIGHT LINE IN | 1,677 | $263K | shares |
| RGENREPLIGEN CORP | 1,600 | $262K | shares |
| MSTRSTRATEGY INC | 1,714 | $260K | shares |
| SYFSYNCHRONY FINANCIAL | 3,099 | $259K | shares |
| SNASNAP ON INC | 741 | $255K | shares |
| JJACOBS SOLUTIONS INC | 1,908 | $253K | shares |
| CTRACOTERRA ENERGY INC | 9,570 | $252K | shares |
| WSMWILLIAMS SONOMA INC | 1,404 | $251K | shares |
| MTGMGIC INVT CORP WIS | 8,580 | $251K | shares |
| SLFSUN LIFE FINANCIAL INC. | 3,966 | $247K | shares |
| CHATTIDAL TRUST II | 4,190 | $247K | shares |
| SWKSTANLEY BLACK & DECKER INC | 3,320 | $247K | shares |
| AAALCOA CORP | 4,617 | $245K | shares |
| SMFGSUMITOMO MITSUI FIN GRP INC | 12,671 | $245K | shares |
| CCICROWN CASTLE INC | 2,730 | $243K | shares |
| CVNACARVANA CO | 573 | $242K | shares |
| POOLPOOL CORP | 1,051 | $240K | shares |
| OHIOMEGA HEALTHCARE INVS INC | 5,414 | $240K | shares |
| BHPBHP BILLITON LIMITED | 3,966 | $239K | shares |
| FLEXFLEX LTD | 3,952 | $239K | shares |
| AYIACUITY INC | 661 | $238K | shares |
| DRIDARDEN RESTAURANTS INC | 1,291 | $238K | shares |
| EQTEQT CORP | 4,424 | $237K | shares |
| KVYOKLAVIYO INC | 7,285 | $237K | shares |
| SWSMURFIT WESTROCK PLC | 6,101 | $236K | shares |
| CNCCENTENE CORP DEL | 5,680 | $234K | shares |
| PPLPPL CORP | 6,672 | $234K | shares |
| ULTAULTA BEAUTY INC | 385 | $233K | shares |
| KGCKINROSS GOLD CORP | 8,246 | $232K | shares |
| BAMBROOKFIELD ASSET MANAGMT LTD | 4,427 | $232K | shares |
| GMEDGLOBUS MED INC | 2,645 | $231K | shares |
| MCHPMICROCHIP TECHNOLOGY INC. | 3,591 | $229K | shares |
| ZMZOOM COMMUNICATIONS INC | 2,651 | $229K | shares |
| DVNDEVON ENERGY CORP NEW | 6,240 | $229K | shares |
| BLDRBUILDERS FIRSTSOURCE INC | 2,200 | $226K | shares |
| RYROYAL BK CDA | 1,326 | $226K | shares |
| CWCURTISS WRIGHT CORP | 410 | $226K | shares |
| RMDRESMED INC | 937 | $226K | shares |
| EOGEOG RES INC | 2,145 | $225K | shares |
| TTDTHE TRADE DESK INC | 5,933 | $225K | shares |
| ARWARROW ELECTRS INC | 2,033 | $224K | shares |
| XYLXYLEM INC | 1,640 | $223K | shares |
| KDPKEURIG DR PEPPER INC | 7,918 | $222K | shares |
| HALHALLIBURTON CO | 7,840 | $222K | shares |
| HMCHONDA MOTOR CO LTD | 7,498 | $221K | shares |
| IBKRINTERACTIVE BROKERS GROUP IN | 3,429 | $221K | shares |
| NDAQNASDAQ INC | 2,268 | $220K | shares |
| QTECFIRST TR EXCHANGE-TRADED FD | 942 | $217K | shares |
| EGEVEREST GROUP LTD | 639 | $217K | shares |
| TXTTEXTRON INC | 2,482 | $216K | shares |
| VTRSVIATRIS INC | 17,291 | $215K | shares |
| TSCOTRACTOR SUPPLY CO | 4,289 | $214K | shares |
| FETHFIDELITY ETHEREUM FD | 7,219 | $214K | shares |
| DDOGDATADOG INC | 1,565 | $213K | shares |
| SJMSMUCKER J M CO | 2,165 | $212K | shares |
| NVTNVENT ELEC PLC | 2,070 | $211K | shares |
| ZETAZETA GLOBAL HOLDINGS CORP | 10,355 | $211K | shares |
| IOOISHARES TR | 1,646 | $208K | shares |
| SHOCEA SERIES TRUST | 3,036 | $208K | shares |
| TAKTAKEDA PHARMACEUTICAL CO LTD | 13,346 | $208K | shares |
| CWENCLEARWAY ENERGY INC | 6,224 | $207K | shares |
| CGDVCAPITAL GROUP DIVIDEND VALUE | 4,689 | $205K | shares |
| CNICANADIAN NATL RY CO | 2,062 | $204K | shares |
| SEESEALED AIR CORP NEW | 4,909 | $203K | shares |
| CMSCMS ENERGY CORP | 2,899 | $203K | shares |
| AOSSMITH A O CORP | 3,023 | $202K | shares |
| PCGPG&E CORP | 12,528 | $201K | shares |
| PRGSPROGRESS SOFTWARE CORP | 4,675 | $201K | shares |
| CAGCONAGRA BRANDS INC | 10,526 | $182K | shares |
| ASXASE TECHNOLOGY HLDG CO LTD | 11,179 | $180K | shares |
| HLNHALEON PLC | 14,047 | $142K | shares |
| NMRNOMURA HLDGS INC | 14,750 | $124K | shares |
| LYGLLOYDS BANKING GROUP PLC | 22,749 | $121K | shares |
| SGHCSUPER GROUP SGHC LIMITED | 10,000 | $120K | shares |
| NGDNEW GOLD INC | 13,064 | $114K | shares |
| VKQINVESCO MUNICIPAL TRUST | 11,500 | $111K | shares |
| NOKNOKIA CORP | 13,403 | $86.7K | shares |
| ABEVAMBEV SA | 34,067 | $84.1K | shares |
| ICLICL GROUP LTD | 13,971 | $80.3K | shares |
| UMCUNITED MICROELECTRONICS CORP | 10,006 | $78.6K | shares |
| WITWIPRO LTD | 26,671 | $75.7K | shares |
| LPLLG DISPLAY CO LTD | 17,151 | $72.2K | shares |
| SUMMIT HOTEL PPTYSSUMMIT HOTEL PPTYS | 69,000 | $68.5K | shares |
| PENNYMAC CORPPENNYMAC CORP | 66,000 | $67.6K | shares |
| MARRIOTT VACATION WORLDWMARRIOTT VACATION WORLDW | 68,000 | $67.3K | shares |
| AKBAAKEBIA THREAPEUTICS INC | 25,100 | $40.4K | call |
| DHFBNY MELLON HIGH YIELD STRATE | 11,308 | $28K | shares |
| HAEMONETICS CORP MASSHAEMONETICS CORP MASS | 28,000 | $27.6K | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001646247-26-000003 | base | 2026-05-01 | acceptance time not in the bulk data set |