Wealthspire-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "JOBY",
  "ARES",
  "INSP",
  null,
  "GDX",
  "RRX",
  "POOL",
  null,
  null,
  null,
  null,
  null,
  null,
  "OSK",
  null,
  "PLXS",
  "MGEE",
  "TROW",
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  null,
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  null,
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  null,
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  "SNOW",
  "MU",
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  "FNDF",
  "ACN",
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "APD",
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  "VONG",
  null,
  "ALL",
  null,
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  "VDE",
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  "AXP",
  null,
  null,
  "NMZ",
  null,
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  "T",
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  null,
  "GLTR",
  null,
  null,
  null,
  null,
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  "LOW",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "IBM",
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  "VIG",
  null,
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  "ATRO",
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  null,
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  null,
  null,
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  "TSM",
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  null,
  null,
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  null,
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  "ETR",
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  null,
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  null,
  "DD",
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  null,
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  "UGI",
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  null,
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  "FI",
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  "GAME",
  "EVLV",
  "ES",
  null,
  null,
  "IPG",
  null,
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  null,
  "IDXX",
  null,
  "PEG",
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  "DHI",
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  "AMZN",
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  null,
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  null,
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  "ESGD",
  null,
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  null,
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  "TPL",
  null,
  null,
  null,
  "BBCA",
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  null,
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  null,
  null,
  "VEU",
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  null,
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  null,
  null,
  "MGK",
  null,
  "VONE",
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  null,
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  null,
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  null,
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  null,
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  "WELL",
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  null,
  null,
  null,
  null,
  "WRAP",
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  "WDAY",
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  "Z",
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  "ZIMV",
  null,
  "SOLV",
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  null,
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  "LNT",
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  null,
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  "DVY",
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  null,
  null,
  "SCHF",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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]

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: wealthspire-advisors
Manager Name: Wealthspire-Advisors

Data Enrichment

70% identified

552 identified237 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

789 positions • $10.1B total value

SEC FilingSEC DataHachi Filing

Manager:

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BNY MELLON HIGH YIELD STRATEGIES FUND

DHF|09660L105

Shares:10.6K

Value:$26.9K

% of Portfolio:0.0% ($26.9K/$10.1B)

CREDIT SUISSE HIGH YIELD BOND FUND

DHY|22544F103

Shares:11.4K

Value:$24.1K

% of Portfolio:0.0% ($24.1K/$10.1B)

BANK BRADESCO

BBD|059460303

Shares:10.5K

Value:$23.4K

% of Portfolio:0.0% ($23.4K/$10.1B)

Annovis Bio, Inc.

ANVS|03615A108

Shares:10.1K

Value:$15.1K

% of Portfolio:0.0% ($15.1K/$10.1B)

14161Y200

Shares:15.2K

Value:$14.7K

% of Portfolio:0.0% ($14.7K/$10.1B)

ROCKWELL MEDICAL, INC.

RMTI|774374300

Shares:10.0K

Value:$11.4K

% of Portfolio:0.0% ($11.4K/$10.1B)

Wag! Group Co.

PET|93042P109

Shares:60.1K

Value:$9.2K

% of Portfolio:0.0% ($9.2K/$10.1B)

STEM, INC.

STEM|85859N102

Shares:14.4K

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$10.1B)

Beyond Air, Inc.

XAIR|08862L103

Shares:16.4K

Value:$4.5K

% of Portfolio:0.0% ($4.5K/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BNY MELLON HIGH YIELD STRATEGIES FUND(DHFcusip09660L105)	10.6K	QoQ +1.35% (+141) YoY NEW(+10.6K)	All Managers (Combined)	$26.9K	0.0% ($26.9K/$10.1B)	QoQ +1.35% (+$359) YoY NEW(+$26.9K)
CREDIT SUISSE HIGH YIELD BOND FUND(DHYcusip22544F103)	11.4K	QoQ +2.17% (+242) YoY NEW(+11.4K)	All Managers (Combined)	$24.1K	0.0% ($24.1K/$10.1B)	QoQ +1.21% (+$290) YoY NEW(+$24.1K)
BANK BRADESCO(BBDcusip059460303)	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$23.4K	0.0% ($23.4K/$10.1B)	QoQ NEW(+$23.4K) YoY NEW(+$23.4K)
Annovis Bio, Inc.(ANVScusip03615A108)	10.1K	QoQ 0.00% (-0) YoY +0.50% (-50)	All Managers (Combined)	$15.1K	0.0% ($15.1K/$10.1B)	QoQ -70.17% (-$35.5K) YoY -87.33% (-$103.9K)
(cusip14161Y200)✕	15.2K	QoQ 0.00% (-0) YoY NEW(+15.2K)	All Managers (Combined)	$14.7K	0.0% ($14.7K/$10.1B)	QoQ -24.23% (-$4.7K) YoY NEW(+$14.7K)
ROCKWELL MEDICAL, INC.(RMTIcusip774374300)	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$11.4K	0.0% ($11.4K/$10.1B)	QoQ -44.60% (-$9.1K) YoY NEW(+$11.4K)
Wag! Group Co.(PETcusip93042P109)	60.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$9.2K	0.0% ($9.2K/$10.1B)	QoQ -35.75% (-$5.1K) YoY -92.26% (-$109.8K)
STEM, INC.(STEMcusip85859N102)	14.4K	QoQ +9.89% (-1.3K) YoY +35.85% (-3.8K)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$10.1B)	QoQ -36.16% (-$2.9K) YoY -78.26% (-$18.1K)
Beyond Air, Inc.(XAIRcusip08862L103)	16.4K	QoQ 0.00% (-0) YoY +64.50% (-6.5K)	All Managers (Combined)	$4.5K	0.0% ($4.5K/$10.1B)	QoQ -23.99% (-$1.4K) YoY -74.23% (-$12.9K)