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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BNY MELLON HIGH YIELD STRATEGIES FUND

DHF|09660L105

10555(+1.4%)

Value:

$26.9M(+1.4%)

CREDIT SUISSE HIGH YIELD BOND FUND

DHY|22544F103

11385(+2.2%)

Value:

$24.1M(+1.2%)

BANK BRADESCO

BBD|059460303

10493

Value:

$23.4M

Annovis Bio, Inc.

ANVS|03615A108

10050(+0.0%)

Value:

$15.1M(-70.2%)

14161Y200

15151(+0.0%)

Value:

$14.7M(-24.2%)

ROCKWELL MEDICAL, INC.

RMTI|774374300

10045(+0.0%)

Value:

$11.4M(-44.6%)

Wag! Group Co.

PET|93042P109

60076(+0.0%)

Value:

$9.2M(-35.8%)

STEM, INC.

STEM|85859N102

14376(+9.9%)

Value:

$5.0M(-36.2%)

Beyond Air, Inc.

XAIR|08862L103

16450(+0.0%)

Value:

$4.5M(-24.0%)

Instrument	Shares		Other Manager	Value
Bny Mellon High Yield Strategies Fund(DHFcusip09660L105)	10.6K	QoQ +1.35% (+141) YoY NEW(+10.6K)	All Managers (Combined)	$26.9K	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	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	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	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	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	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	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	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	QoQ -23.99% (-$1.4K) YoY -74.23% (-$12.9K)