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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CELESTICA INC

CLS|15101Q207

3028

Value:

$238.6M

921937819

BIV|921937819

3097(+0.0%)

Value:

$237.2M(+2.5%)

Warner Bros. Discovery, Inc.

WBD|934423104

22054(-0.7%)

Value:

$236.6M(+0.8%)

78468R101

8018(+0.0%)

Value:

$234.4M(+0.8%)

47103U845

4589

Value:

$232.7M

Otis Worldwide Corp

OTIS|68902V107

2224(-9.8%)

Value:

$229.5M(+0.5%)

PINNACLE WEST CAPITAL CORP

PNW|723484101

2399(+0.3%)

Value:

$228.5M(+12.7%)

Ingredion Inc

INGR|457187102

1685(+5.8%)

Value:

$227.8M(+4.0%)

46137V282

6661(+0.1%)

Value:

$227.8M(-8.5%)

HUBSPOT INC

HUBS|443573100

390

Value:

$222.8M

TORONTO DOMINION BANK

TD|891160509

3706

Value:

$222.1M

464287119

2740

Value:

$222.0M

TransDigm Group INC

TDG|893641100

160(-11.1%)

Value:

$221.5M(-3.0%)

AXON ENTERPRISE, INC.

AXON|05464C101

420(+13.5%)

Value:

$220.9M(+0.5%)

American Water Works Company, Inc.

AWK|030420103

1496

Value:

$220.6M

Klaviyo, Inc.

KVYO|49845K101

7285(+0.0%)

Value:

$220.4M(-26.6%)

Science Applications International Corp

SAIC|808625107

1946(+6.7%)

Value:

$218.5M(+7.2%)

46435U515

8639

Value:

$218.2M

8X8 INC /DE/

EGHT|282914100

108183(+0.0%)

Value:

$216.4M(-25.1%)

Voya Financial, Inc.

VOYA|929089100

3186(+7.4%)

Value:

$215.9M(+5.7%)

Instrument	Shares		Other Manager	Value
Celestica Inc(CLScusip15101Q207)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$238.6K	QoQ NEW(+$238.6K) YoY NEW(+$238.6K)
(BIVcusip921937819)	3.1K	QoQ 0.00% (+0) YoY -81.96% (-14.1K)	All Managers (Combined)	$237.2K	QoQ +2.46% (+$5.7K) YoY -81.68% (-$1.1M)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	22.1K	QoQ -0.72% (-162) YoY +15.33% (+2.9K)	All Managers (Combined)	$236.6K	QoQ +0.77% (-$1.8K) YoY +41.76% (+$69.7K)
(cusip78468R101)✕	8.0K	QoQ 0.00% (+0) YoY NEW(+8.0K)	All Managers (Combined)	$234.4K	QoQ +0.79% (+$1.8K) YoY NEW(+$234.4K)
(cusip47103U845)✕	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$232.7K	QoQ NEW(+$232.7K) YoY NEW(+$232.7K)
Otis Worldwide Corp(OTIScusip68902V107)	2.2K	QoQ -9.77% (-241) YoY -49.31% (-2.2K)	All Managers (Combined)	$229.5K	QoQ +0.53% (-$1.2K) YoY -47.31% (-$206.1K)
Pinnacle West Capital Corp(PNWcusip723484101)	2.4K	QoQ +0.29% (+7) YoY -15.64% (-445)	All Managers (Combined)	$228.5K	QoQ +12.69% (+$25.7K) YoY +7.51% (-$16.0K)
Ingredion Inc(INGRcusip457187102)	1.7K	QoQ +5.77% (+92) YoY NEW(+1.7K)	All Managers (Combined)	$227.8K	QoQ +3.96% (+$8.7K) YoY NEW(+$227.8K)
(cusip46137V282)✕	6.7K	QoQ +0.12% (-8) YoY NEW(+6.7K)	All Managers (Combined)	$227.8K	QoQ -8.50% (-$21.2K) YoY NEW(+$227.8K)
Hubspot Inc(HUBScusip443573100)	390	QoQ NEW(+390) YoY NEW(+390)	All Managers (Combined)	$222.8K	QoQ NEW(+$222.8K) YoY NEW(+$222.8K)
Toronto Dominion Bank(TDcusip891160509)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$222.1K	QoQ NEW(+$222.1K) YoY NEW(+$222.1K)
(cusip464287119)✕	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$222.0K	QoQ NEW(+$222.0K) YoY NEW(+$222.0K)
Transdigm Group Inc(TDGcusip893641100)	160	QoQ -11.11% (-20) YoY NEW(+160)	All Managers (Combined)	$221.5K	QoQ -2.96% (-$6.8K) YoY NEW(+$221.5K)
Axon Enterprise, Inc.(AXONcusip05464C101)	420	QoQ +13.51% (+50) YoY NEW(+420)	All Managers (Combined)	$220.9K	QoQ +0.45% (+$1.0K) YoY NEW(+$220.9K)
American Water Works Company, Inc.(AWKcusip030420103)	1.5K	QoQ NEW(+1.5K) YoY -11.53% (-195)	All Managers (Combined)	$220.6K	QoQ NEW(+$220.6K) YoY +6.78% (-$14.0K)
Klaviyo, Inc.(KVYOcusip49845K101)	7.3K	QoQ 0.00% (-0) YoY -49.00% (-7.0K)	All Managers (Combined)	$220.4K	QoQ -26.62% (-$80.0K) YoY -39.43% (-$143.5K)
Science Applications International Corp(SAICcusip808625107)	1.9K	QoQ +6.68% (+122) YoY +8.41% (-151)	All Managers (Combined)	$218.5K	QoQ +7.15% (+$14.6K) YoY -6.65% (-$15.6K)
(cusip46435U515)✕	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$218.2K	QoQ NEW(+$218.2K) YoY NEW(+$218.2K)
8x8 Inc /De/(EGHTcusip282914100)	108.2K	QoQ 0.00% (-0) YoY NEW(+108.2K)	All Managers (Combined)	$216.4K	QoQ -25.09% (-$72.5K) YoY NEW(+$216.4K)
Voya Financial, Inc.(VOYAcusip929089100)	3.2K	QoQ +7.38% (+219) YoY NEW(+3.2K)	All Managers (Combined)	$215.9K	QoQ +5.71% (+$11.7K) YoY NEW(+$215.9K)