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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CADENCE DESIGN SYSTEMS INC

CDNS|127387108

1163(-1.5%)

Value:

$295.8M(-16.6%)

78464A607

2983(+0.0%)

Value:

$295.6M(+0.3%)

GOLUB CAPITAL BDC, Inc.

GBDC|38173M102

19512(+0.0%)

Value:

$295.4M(-0.1%)

PLEXUS CORP

PLXS|729132100

2298(+0.8%)

Value:

$294.4M(-17.4%)

UNITED BANKSHARES INC/WV

UBSI|909907107

8406(+0.7%)

Value:

$291.7M(-7.0%)

46434VBD1

11545(+0.0%)

Value:

$290.4M(+0.4%)

AGNICO EAGLE MINES LTD

AEM|008474108

2669

Value:

$289.3M

FEDERAL REALTY INVESTMENT TRUST

FRT|313745101

2939(-0.0%)

Value:

$287.5M(-12.7%)

46434G822

EWJ|46434G822

4187

Value:

$287.1M

ZILLOW GROUP, INC.

Z|98954M200

4169(-32.4%)

Value:

$285.8M(-37.4%)

BankFinancial CORP

BFIN|06643P104

22500(+0.0%)

Value:

$284.4M(-0.4%)

IDACORP INC

IDA|451107106

2436(-15.9%)

Value:

$283.1M(-10.5%)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

1365(-3.8%)

Value:

$282.9M(+8.3%)

DuPont de Nemours, Inc.

DD|26614N102

3753(-16.7%)

Value:

$280.3M(-18.4%)

Vista Energy, S.A.B. de C.V.

VIST|92837L109

6000(+0.0%)

Value:

$279.4M(-13.9%)

Murphy USA Inc.

MUSA|626755102

593(-5.4%)

Value:

$278.6M(-11.4%)

RELIANCE, INC.

RS|759509102

963(+3.4%)

Value:

$278.0M(+10.8%)

46654Q609

3753

Value:

$276.9M

LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

1462(+3.8%)

Value:

$276.6M(+4.7%)

464286681

2946(-14.7%)

Value:

$275.7M(-16.3%)

Instrument	Shares		Other Manager	Value
Cadence Design Systems Inc(CDNScusip127387108)	1.2K	QoQ -1.52% (-18) YoY +0.08% (-1)	All Managers (Combined)	$295.8K	QoQ -16.64% (-$59.1K) YoY -18.20% (-$65.9K)
(cusip78464A607)✕	3.0K	QoQ 0.00% (+0) YoY NEW(+3.0K)	All Managers (Combined)	$295.6K	QoQ +0.27% (+$804) YoY NEW(+$295.6K)
Golub Capital Bdc, Inc.(GBDCcusip38173M102)	19.5K	QoQ 0.00% (-0) YoY NEW(+19.5K)	All Managers (Combined)	$295.4K	QoQ -0.13% (-$390) YoY NEW(+$295.4K)
Plexus Corp(PLXScusip729132100)	2.3K	QoQ +0.83% (-19) YoY -9.09% (-230)	All Managers (Combined)	$294.4K	QoQ -17.43% (-$62.2K) YoY +22.83% (-$54.7K)
United Bankshares Inc/Wv(UBSIcusip909907107)	8.4K	QoQ +0.73% (-61) YoY +2.49% (-205)	All Managers (Combined)	$291.7K	QoQ -7.05% (-$22.1K) YoY -0.77% (-$2.3K)
(cusip46434VBD1)✕	11.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$290.4K	QoQ +0.39% (+$1.2K) YoY +1.37% (+$3.9K)
Agnico Eagle Mines Ltd(AEMcusip008474108)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$289.3K	QoQ NEW(+$289.3K) YoY NEW(+$289.3K)
Federal Realty Investment Trust(FRTcusip313745101)	2.9K	QoQ -0.03% (-1) YoY NEW(+2.9K)	All Managers (Combined)	$287.5K	QoQ -12.65% (-$41.6K) YoY NEW(+$287.5K)
(EWJcusip46434G822)	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$287.1K	QoQ NEW(+$287.1K) YoY NEW(+$287.1K)
Zillow Group, Inc.(Zcusip98954M200)	4.2K	QoQ -32.39% (-2.0K) YoY +1.01% (+42)	All Managers (Combined)	$285.8K	QoQ -37.41% (-$170.8K) YoY +41.97% (+$84.5K)
Bankfinancial Corp(BFINcusip06643P104)	22.5K	QoQ 0.00% (-0) YoY NEW(+22.5K)	All Managers (Combined)	$284.4K	QoQ -0.43% (-$1.2K) YoY NEW(+$284.4K)
Idacorp Inc(IDAcusip451107106)	2.4K	QoQ -15.88% (-460) YoY NEW(+2.4K)	All Managers (Combined)	$283.1K	QoQ -10.54% (-$33.4K) YoY NEW(+$283.1K)
Take Two Interactive Software Inc(TTWOcusip874054109)	1.4K	QoQ -3.80% (-54) YoY NEW(+1.4K)	All Managers (Combined)	$282.9K	QoQ +8.30% (-$21.7K) YoY NEW(+$282.9K)
Dupont De Nemours, Inc.(DDcusip26614N102)	3.8K	QoQ -16.72% (-754) YoY -16.15% (-723)	All Managers (Combined)	$280.3K	QoQ -18.44% (-$63.4K) YoY -18.34% (-$63.0K)
Vista Energy, S.A.B. De C.V.(VISTcusip92837L109)	6.0K	QoQ 0.00% (-0) YoY NEW(+6.0K)	All Managers (Combined)	$279.4K	QoQ -13.95% (-$45.3K) YoY NEW(+$279.4K)
Murphy Usa Inc.(MUSAcusip626755102)	593	QoQ -5.42% (-34) YoY -26.51% (-214)	All Managers (Combined)	$278.6K	QoQ -11.44% (-$36.0K) YoY -17.64% (-$59.7K)
Reliance, Inc.(RScusip759509102)	963	QoQ +3.43% (+32) YoY NEW(+963)	All Managers (Combined)	$278.0K	QoQ +10.84% (+$27.2K) YoY NEW(+$278.0K)
(cusip46654Q609)✕	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$276.9K	QoQ NEW(+$276.9K) YoY NEW(+$276.9K)
Lincoln Electric Holdings Inc(LECOcusip533900106)	1.5K	QoQ +3.76% (+53) YoY +58.91% (+542)	All Managers (Combined)	$276.6K	QoQ +4.69% (+$12.4K) YoY +17.67% (+$41.5K)
(cusip464286681)✕	2.9K	QoQ -14.70% (-508) YoY -49.11% (-2.8K)	All Managers (Combined)	$275.7K	QoQ -16.29% (-$53.7K) YoY -47.65% (-$251.0K)