Wealthspire Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 789
- Total Value
- 10068673792
- Accession Number
- 0001646247-25-000004
- Form Type
- 13F-HR
- CIK
- 0001646247
- Manager Name
- Wealthspire Advisors, LLC
Data Enrichment
70% identified552 identified237 unidentified
Holdings
789 positions
Manager:
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Page 22 of 40
464288240
Shares:
13900(+14.6%)
Value:
$770.8M(+21.8%)
81369Y860
Shares:
17737(-42.0%)
Value:
$742.3M(-40.3%)
46138E362
Shares:
14198(-3.0%)
Value:
$713.2M(+0.8%)
81369Y308
Shares:
8723(-1.1%)
Value:
$712.4M(+2.7%)
464288687
Shares:
23034(-36.8%)
Value:
$707.8M(-38.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Metlife Inc(METcusip59156R108) | 9.8K | All Managers (Combined) | $786.0K | ||
11.9K | QoQ -1.11% (-134)YoY -1.30% (-157) | All Managers (Combined) | $784.5K | ||
14.6K | QoQ -3.82% (-580)YoY +0.56% (+82) | All Managers (Combined) | $778.1K | ||
Allstate Corp(ALLcusip020002101) | 3.8K | All Managers (Combined) | $776.9K | ||
(cusip464288240)✕ | 13.9K | YoY NEW(+13.9K) | All Managers (Combined) | $770.8K | YoY NEW(+$770.8K) |
5.4K | All Managers (Combined) | $770.2K | |||
20.3K | All Managers (Combined) | $768.8K | |||
4.5K | All Managers (Combined) | $763.2K | |||
W. P. Carey Inc.(WPCcusip92936U109) | 12.1K | QoQ +1.25% (+150)YoY NEW(+12.1K) | All Managers (Combined) | $761.5K | YoY NEW(+$761.5K) |
1.2K | QoQ -9.89% (-137)YoY +7.58% (+88) | All Managers (Combined) | $758.8K | ||
10.4K | All Managers (Combined) | $752.3K | |||
(cusip81369Y860)✕ | 17.7K | All Managers (Combined) | $742.3K | ||
13.0K | All Managers (Combined) | $730.6K | |||
7.4K | All Managers (Combined) | $726.4K | |||
(cusip46138E362)✕ | 14.2K | QoQ -3.01% (-441)YoY NEW(+14.2K) | All Managers (Combined) | $713.2K | YoY NEW(+$713.2K) |
Shopify Inc.(SHOPcusip82509L107) | 7.5K | All Managers (Combined) | $712.6K | ||
(cusip81369Y308)✕ | 8.7K | All Managers (Combined) | $712.4K | ||
Unilever Plc(ULcusip904767704) | 11.9K | All Managers (Combined) | $711.2K | ||
(cusip464288687)✕ | 23.0K | All Managers (Combined) | $707.8K | ||
62.4K | All Managers (Combined) | $699.4K |