Wealthspire Advisors, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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% identified

552 identified237 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

789 positions • $10,068,673.792K total value

789 positions

Manager:

SEC FilingSEC DataHachi Filing

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316092600

7528(+0.0%)

Value:

$514.3M(+4.5%)

MANULIFE FINANCIAL CORP

MFC|56501R106

16499(-3.9%)

Value:

$514.0M(-2.5%)

464288679

4627(+87.8%)

Value:

$511.1M(+88.4%)

MICRON TECHNOLOGY INC

MU|595112103

5773(+1.8%)

Value:

$501.6M(+5.1%)

ANSYS INC

ANSS|03662Q105

1582(+25.1%)

Value:

$500.8M(+17.4%)

464287762

8160(-1.8%)

Value:

$496.8M(+2.6%)

37960A669

23558(+2.8%)

Value:

$494.0M(+4.6%)

Air Products & Chemicals, Inc.

APD|009158106

1670(-15.7%)

Value:

$492.5M(-14.2%)

315948109

6817(-0.1%)

Value:

$490.6M(-11.8%)

WEYERHAEUSER CO

WY|962166104

16667(+26.6%)

Value:

$488.0M(+31.7%)

LINKBANCORP, Inc.

LNKB|53578P105

71831(+0.0%)

Value:

$487.0M(-9.3%)

Bank of Marin Bancorp

BMRC|063425102

22056(+7.5%)

Value:

$486.8M(-0.2%)

GALECTIN THERAPEUTICS INC

GALT|363225202

398374(+0.0%)

Value:

$486.0M(-5.4%)

QUANTA SERVICES, INC.

PWR|74762E102

1901(-6.5%)

Value:

$483.1M(-24.8%)

GENERAL DYNAMICS CORP

GD|369550108

1760(+0.6%)

Value:

$479.6M(+4.0%)

233051200

DBEF|233051200

11064(+0.0%)

Value:

$479.1M(+4.6%)

46438R105

34509(+63.6%)

Value:

$476.9M(-10.6%)

46429B747

4605

Value:

$476.5M

COMMERCIAL METALS Co

CMC|201723103

10345(-17.1%)

Value:

$476.0M(-23.1%)

DONALDSON Co INC

DCI|257651109

6996(-0.1%)

Value:

$469.2M(-0.6%)

Instrument	Shares		Other Manager	Value
(cusip316092600)✕	7.5K	QoQ 0.00% (+0) YoY NEW(+7.5K)	All Managers (Combined)	$514.3K	QoQ +4.54% (+$22.4K) YoY NEW(+$514.3K)
Manulife Financial Corp(MFCcusip56501R106)	16.5K	QoQ -3.93% (-675) YoY +6.05% (+942)	All Managers (Combined)	$514.0K	QoQ -2.55% (-$13.5K) YoY +32.19% (+$125.2K)
(cusip464288679)✕	4.6K	QoQ +87.78% (+2.2K) YoY +126.48% (+2.6K)	All Managers (Combined)	$511.1K	QoQ +88.39% (+$239.8K) YoY +126.32% (+$285.3K)
Micron Technology Inc(MUcusip595112103)	5.8K	QoQ +1.83% (+104) YoY +186.92% (+3.8K)	All Managers (Combined)	$501.6K	QoQ +5.12% (+$24.5K) YoY +111.43% (+$264.4K)
Ansys Inc(ANSScusip03662Q105)	1.6K	QoQ +25.05% (+317) YoY NEW(+1.6K)	All Managers (Combined)	$500.8K	QoQ +17.35% (+$74.1K) YoY NEW(+$500.8K)
(cusip464287762)✕	8.2K	QoQ -1.76% (-147) YoY -21.82% (-2.3K)	All Managers (Combined)	$496.8K	QoQ +2.63% (-$12.8K) YoY -23.10% (-$149.3K)
(cusip37960A669)✕	23.6K	QoQ +2.83% (+650) YoY +4.70% (+1.1K)	All Managers (Combined)	$494.0K	QoQ +4.58% (+$21.7K) YoY +1.41% (+$6.9K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.7K	QoQ -15.65% (-310) YoY NEW(+1.7K)	All Managers (Combined)	$492.5K	QoQ -14.23% (-$81.8K) YoY NEW(+$492.5K)
(cusip315948109)✕	6.8K	QoQ -0.07% (-5) YoY NEW(+6.8K)	All Managers (Combined)	$490.6K	QoQ -11.84% (-$65.9K) YoY NEW(+$490.6K)
Weyerhaeuser Co(WYcusip962166104)	16.7K	QoQ +26.62% (+3.5K) YoY +40.73% (+4.8K)	All Managers (Combined)	$488.0K	QoQ +31.71% (+$117.5K) YoY +14.75% (+$62.7K)
Linkbancorp, Inc.(LNKBcusip53578P105)	71.8K	QoQ 0.00% (-0) YoY +11.25% (+7.3K)	All Managers (Combined)	$487.0K	QoQ -9.35% (-$50.3K) YoY +8.68% (+$38.9K)
Bank Of Marin Bancorp(BMRCcusip063425102)	22.1K	QoQ +7.45% (-1.5K) YoY +7.45% (+1.5K)	All Managers (Combined)	$486.8K	QoQ -0.22% (-$1.1K) YoY +41.41% (+$142.6K)
Galectin Therapeutics Inc(GALTcusip363225202)	398.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$486.0K	QoQ -5.42% (-$27.9K) YoY -48.95% (-$466.1K)
Quanta Services, Inc.(PWRcusip74762E102)	1.9K	QoQ -6.53% (-133) YoY NEW(+1.9K)	All Managers (Combined)	$483.1K	QoQ -24.83% (-$159.6K) YoY NEW(+$483.1K)
General Dynamics Corp(GDcusip369550108)	1.8K	QoQ +0.57% (+10) YoY +12.96% (+202)	All Managers (Combined)	$479.6K	QoQ +4.04% (+$18.6K) YoY +8.99% (+$39.6K)
(DBEFcusip233051200)	11.1K	QoQ 0.00% (+0) YoY NEW(+11.1K)	All Managers (Combined)	$479.1K	QoQ +4.58% (+$21.0K) YoY NEW(+$479.1K)
(cusip46438R105)✕	34.5K	QoQ +63.57% (-13.4K) YoY NEW(+34.5K)	All Managers (Combined)	$476.9K	QoQ -10.61% (-$56.6K) YoY NEW(+$476.9K)
(cusip46429B747)✕	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$476.5K	QoQ NEW(+$476.5K) YoY NEW(+$476.5K)
Commercial Metals Co(CMCcusip201723103)	10.3K	QoQ -17.06% (-2.1K) YoY -31.84% (-4.8K)	All Managers (Combined)	$476.0K	QoQ -23.06% (-$142.7K) YoY -46.64% (-$416.1K)
Donaldson Co Inc(DCIcusip257651109)	7.0K	QoQ -0.12% (-9) YoY +37.01% (+1.9K)	All Managers (Combined)	$469.2K	QoQ -0.55% (-$2.6K) YoY +23.03% (+$87.8K)