Wealthspire Advisors, LLC Purchases in Q3 2025

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EXC
Exelon Corp

Utilities
1.44K
+ 4.7%
$42.73 - $45.54 $61.3K - $65.3K
31.9K $1.44M
IBLC
Ishares Tr Blockchain & Tech E

ETFs
2.05K
New
$38.97 - $55.39 $79.8K - $113K
2.05K $113K
CMF
Ishares California Muni Bond E

ETFs
912
+ 2.0%
$55.16 - $57.13 $50.3K - $52.1K
46.5K $2.65M
OMC
Omnicom Group Inc.

Communication Services
1.38K
New
$70.41 - $81.53 $97K - $112K
1.38K $112K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
7.37K
New
$12.7 - $15.07 $93.6K - $111K
7.37K $111K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
993
New
$108.84 - $112.69 $108K - $112K
993 $110K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
400
+ 0.99%
$50.02 - $53.28 $20K - $21.3K
41K $2.14M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
1.28K
New
$84.77 - $103.36 $108K - $132K
1.28K $109K
NNN
National Retail Properties, Inc.

Real Estate
2.57K
New
$40.68 - $44.1 $105K - $113K
2.57K $109K
URE
Proshares Ultra Real Estate

ETFs
1.69K
New
$60.9 - $67.0 $103K - $113K
1.69K $109K
PAVE
Global X Fds Us Infrastructure

ETFs
8
+ 0.03%
$44.02 - $47.63 $352 - $381
26.5K $1.26M
GWRE
Guidewire Software, Inc.

Technology
472
New
$207.82 - $261.88 $98.1K - $124K
472 $108K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.56K
+ 3.37%
$22.84 - $22.95 $104K - $105K
140K $3.22M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
16
+ 0.13%
$108.03 - $117.04 $1.73K - $1.87K
12K $1.41M
OHI
Omega Healthcare Investors Inc

Real Estate
2.52K
New
$36.29 - $43.34 $91.5K - $109K
2.52K $106K
TTC
Toro CO

Industrials
1.4K
New
$72.64 - $82.54 $102K - $116K
1.4K $106K
IHF
Ishares Tr

ETFs
2.14K
New
$40.81 - $49.43 $87.3K - $106K
2.14K $105K
EDV
Vanguard Extended Duration Tre

ETFs
1.54K
New
$63.28 - $69.5 $97.5K - $107K
1.54K $105K
DDOG
Datadog, Inc.

Technology
733
New
$124.52 - $155.15 $91.3K - $114K
733 $104K
MPWR
Monolithic Power Systems Inc

Technology
113
New
$711.24 - $922.81 $80.4K - $104K
113 $104K
RWO
Spdr Dow Jones Global Real Est

ETFs
2.29K
New
$43.53 - $46.27 $99.7K - $106K
2.29K $104K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.04K
New
$92.97 - $100.18 $97K - $104K
1.04K $103K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.62K
New
$61.86 - $71.34 $100K - $115K
1.62K $103K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
3.7K
New
$26.92 - $28.6 $99.6K - $106K
3.7K $103K
EBAY
Ebay Inc

Consumer Cyclical
1.12K
New
$75.33 - $100.77 $84.7K - $113K
1.12K $102K
CASY
Caseys General Stores Inc

Consumer Cyclical
179
New
$494.52 - $565.32 $88.5K - $101K
179 $101K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
1.93K
New
$49.48 - $53.78 $95.6K - $104K
1.93K $101K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
10K
New
$9.39 - $10.12 $93.9K - $101K
10K $101K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.98K
New
$50.85 - $51.35 $101K - $102K
1.98K $101K
MP
Mp Materials Corp.

Basic Materials
1.51K
New
$30.03 - $77.13 $45.4K - $117K
1.51K $101K
OSBC
Old Second Bancorp Inc

Financial Services
5.84K
New
$16.56 - $19.08 $96.8K - $112K
5.84K $101K
VONV
Vanguard Russell 1000 Value Et

ETFs
275
+ 1.49%
$84.55 - $89.54 $23.3K - $24.6K
18.7K $1.67M
PEAK
Healthpeak Properties, Inc.

Real Estate
5.31K
New
N/A
5.31K $100K
OPEN
Opendoor Technologies Inc.

Real Estate
12.7K
New
$0.56 - $10.52 $7.08K - $133K
12.7K $100K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
842
New
$113.73 - $121.28 $95.8K - $102K
842 $100K
HUBS
Hubspot Inc

Technology
284
+ 73.58%
$420.79 - $560.9 $120K - $159K
670 $313K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
498
New
$185.65 - $214.38 $92.5K - $107K
498 $99K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2.33K
New
$42.56 - $49.08 $99K - $114K
2.33K $99K
HLI
Houlihan Lokey, Inc.

Financial Services
481
New
$181.55 - $209.19 $87.3K - $101K
481 $98K
K
Kellogg CO

Consumer Defensive
1.21K
New
$76.96 - $82.02 $92.9K - $99K
1.21K $98K
AA
Alcoa Corp

Basic Materials
2.96K
New
$28.4 - $33.85 $84K - $100K
2.96K $97K
TTE
Total Energies Se

Energy
1.4K
New
N/A
1.4K $96K
TYL
Tyler Technologies Inc

Technology
185
New
$522.22 - $611.76 $96.6K - $113K
185 $96K
PKG
Packaging Corp Of America

Consumer Cyclical
436
New
$191.41 - $220.25 $83.5K - $96K
436 $95K
XLU
Utilities Sector Spdr

ETFs
558
+ 6.67%
$81.14 - $87.32 $45.3K - $48.7K
8.93K $778K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.59K
New
$57.1 - $70.52 $90.8K - $112K
1.59K $94K
KMX
Carmax Inc

Consumer Cyclical
2.11K
New
$44.86 - $71.57 $94.7K - $151K
2.11K $94K
BHP
Bhp Group LTD

Basic Materials
1.68K
New
$48.67 - $56.22 $81.9K - $94.6K
1.68K $93K
PSN
Parsons Corp

Industrials
1.13K
New
$72.77 - $82.92 $81.9K - $93.3K
1.13K $93K
Activity Summary
Buys All Purchases 2467 New Holdings 2233 Increased Positions 234 Sells All Sells 506 Reductions 506 Sold out 0 Options Calls 0 Puts 0
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