Wealthspire Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

789 positions
Manager:
SEC
Search and click to pin securities to the top
Page 38 of 40
ESSEX PROPERTY TRUST, INC.
ESS|297178105
Shares:
666
Value:
$204.1M
25434V609
25434V609
Shares:
3959(+0.0%)
Value:
$203.8M(-7.5%)
Smurfit Westrock plc
SW|G8267P108
Shares:
4521(-13.1%)
Value:
$203.7M(-27.3%)
ROLLINS INC
ROL|775711104
Shares:
3763
Value:
$203.3M
Ingersoll Rand Inc.
IR|45687V106
Shares:
2519(+7.4%)
Value:
$201.6M(-5.0%)
Expensify, Inc.
EXFY|30219Q106
Shares:
66212(+0.0%)
Value:
$201.3M(-9.3%)
02390A101
02390A101
Shares:
13026(+0.0%)
Value:
$185.2M(-0.6%)
03463K745
03463K745
Shares:
16201(+0.0%)
Value:
$177.7M(-0.4%)
Eaton Vance New York Municipal Bond Fund
ENX|27827Y109
Shares:
18550(+5.7%)
Value:
$176.0M(+5.3%)
CION Investment Corp
CION|17259U204
Shares:
16687(+0.0%)
Value:
$172.7M(-9.2%)
DYNEX CAPITAL INC
DX|26817Q886
Shares:
12766(-2.1%)
Value:
$166.2M(+0.8%)
Nuveen Dynamic Municipal Opportunities Fund
NDMO|67079X102
Shares:
16100
Value:
$165.2M
316092220
316092220
Shares:
12185(+0.0%)
Value:
$158.9M(-2.2%)
VODAFONE GROUP PUBLIC LTD CO
VOD|92857W308
Shares:
16039(-4.4%)
Value:
$150.3M(+3.1%)
Oscar Health, Inc.
OSCR|687793109
Shares:
10417
Value:
$136.6M
Melco Resorts & Entertainment LTD
MLCO|585464100
Shares:
25000(+0.0%)
Value:
$131.8M(-9.0%)
FULL HOUSE RESORTS INC
FLL|359678109
Shares:
30000(+0.0%)
Value:
$125.4M(+2.5%)
PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC.
MAV|723762100
Shares:
15000(+0.0%)
Value:
$125.3M(-0.9%)
GameSquare Holdings, Inc.
GAME|36468G103
Shares:
187287(+0.0%)
Value:
$111.4M(-27.9%)
Transocean Ltd.
RIG|H8817H100
Shares:
33132
Value:
$105.0M