Wealthspire Advisors, LLC Incresed Positions in Q2 2025

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ESS
Essex Property Trust, Inc.

Real Estate
257
+ 38.59%
N/A
923 $251K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
826
+ 2.08%
$43.28 - $50.37 $35.7K - $41.6K
40.6K $2.03M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.85K
+ 1.72%
$23.29 - $23.38 $66.5K - $66.7K
169K $3.95M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
119
+ 1.98%
$57.14 - $72.68 $6.8K - $8.65K
6.14K $446K
MTB
M&T Bank Corp

Financial Services
97
+ 3.36%
$156.58 - $193.99 $15.2K - $18.8K
2.99K $579K
LBRDK
Liberty Broadband Corp

Communication Services
10
+ 0.23%
$73.65 - $101.29 $737 - $1.01K
4.33K $426K
MMS
Maximus, Inc.

Industrials
75
+ 0.28%
$65.54 - $76.8 $4.92K - $5.76K
27.1K $1.9M
DFAR
Dimensional ETF Tr Dimensional

ETFs
3K
+ 8.12%
$20.99 - $23.93 $62.9K - $71.7K
39.9K $936K
ROP
Roper Technologies Inc

Industrials
180
+ 8.78%
$519.19 - $590.78 $93.5K - $106K
2.23K $1.26M
TDG
Trans Digm Group Inc

Industrials
22
+ 13.75%
$1231.75 - $1520.64 $27.1K - $33.5K
182 $276K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.13K
+ 30.08%
$55.13 - $75.25 $62.2K - $85K
4.88K $334K
CFG
Citizens Financial Group Inc

Financial Services
257
+ 2.27%
$34.27 - $44.75 $8.81K - $11.5K
11.6K $517K
INGR
Ingredion Inc

Consumer Defensive
379
+ 22.49%
$123.22 - $140.95 $46.7K - $53.4K
2.06K $279K
CALM
Cal Maine Foods Inc

Consumer Defensive
6
+ 0.1%
$90.17 - $103.07 $541 - $618
5.86K $583K
INTF
Ishares Tr

ETFs
119
+ 0.91%
$27.6 - $34.51 $3.28K - $4.11K
13.2K $450K
FIS
Fidelity National Information Services, Inc.

Technology
162
+ 3.08%
$68.14 - $82.13 $11K - $13.3K
5.43K $441K
EXPE
Expedia Group, Inc.

Consumer Cyclical
270
+ 22.15%
$136.63 - $176.62 $36.9K - $47.7K
1.49K $251K
GILD
Gilead Sciences, Inc.

Healthcare
437
+ 19.47%
$96.91 - $113.0 $42.3K - $49.4K
2.68K $297K
GWW
W.W. Grainger, Inc.

Industrials
25
+ 6.87%
$919.93 - $1101.66 $23K - $27.5K
389 $404K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
70
+ 1.16%
$53.75 - $67.21 $3.76K - $4.7K
6.13K $405K
AVY
Avery Dennison Corp

Industrials
254
+ 13.36%
$159.58 - $183.97 $40.5K - $46.7K
2.16K $378K
CACI
Caci International Inc

Technology
91
+ 7.47%
N/A
1.31K $560K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
151
+ 20.68%
$421.16 - $509.5 $63.6K - $76.9K
881 $392K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
17
+ 0.42%
$59.57 - $75.11 $1.01K - $1.28K
4.02K $302K
FNB
Fnb Corp

Financial Services
1K
+ 5.23%
$11.48 - $14.58 $11.5K - $14.6K
20.2K $294K
ADP
Automatic Data Processing Inc

Industrials
36
+ 0.39%
$276.76 - $326.81 $9.96K - $11.8K
9.34K $2.88M
IYY
Ishares Tr

ETFs
52
+ 2.76%
$120.9 - $150.87 $6.29K - $7.85K
1.94K $292K
LNG
Cheniere Energy, Inc.

Energy
64
+ 4.42%
$197.25 - $244.33 $12.6K - $15.6K
1.51K $367K
YUM
Yum Brands Inc

Consumer Cyclical
493
+ 11.43%
$138.36 - $161.45 $68.2K - $79.6K
4.81K $712K
EVRG
Evergy, Inc.

Utilities
491
+ 2.56%
$64.06 - $69.64 $31.5K - $34.2K
19.7K $1.36M
DOCU
Docusign, Inc.

Technology
696
+ 10.58%
$70.35 - $93.84 $49K - $65.3K
7.28K $566K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1
+ 0.03%
$65.04 - $82.18 $65 - $82.2
2.93K $241K
PNW
Pinnacle West Capital Corp

Utilities
479
+ 19.97%
$88.3 - $95.43 $42.3K - $45.7K
2.88K $257K
PEG
Public Service Enterprise Group Inc

Utilities
265
+ 8.88%
$77.13 - $84.18 $20.4K - $22.3K
3.25K $273K
XEL
Xcel Energy Inc

Utilities
548
+ 15.78%
$65.65 - $72.39 $36K - $39.7K
4.02K $273K
UL
Unilever PLC

Consumer Defensive
90
+ 0.75%
$57.9 - $65.43 $5.21K - $5.89K
12K $736K
SO
Southern CO

Utilities
302
+ 1.33%
$84.91 - $92.56 $25.6K - $28K
23K $2.11M
RS
Reliance Steel & Aluminum CO

Basic Materials
4
+ 0.42%
$262.08 - $316.81 $1.05K - $1.27K
967 $303K
IR
Ingersoll Rand Inc.

Industrials
180
+ 7.15%
$66.75 - $84.94 $12K - $15.3K
2.7K $224K
ICUI
Icu Medical Inc

Healthcare
297
+ 11.35%
$127.74 - $151.04 $37.9K - $44.9K
2.91K $385K
DCI
Donaldson CO Inc

Industrials
67
+ 0.96%
$59.18 - $71.02 $3.97K - $4.76K
7.06K $489K
PRU
Prudential Financial Inc

Financial Services
294
+ 9.84%
$95.12 - $112.71 $28K - $33.1K
3.28K $352K
PFF
Ishares Trust Ishares Pfd And

ETFs
592
+ 2.57%
$29.0 - $30.68 $17.2K - $18.2K
23.6K $724K
MFC
Manulife Financial Corp

Financial Services
42
+ 0.25%
$26.93 - $32.44 $1.13K - $1.36K
16.5K $528K
MO
Altria Group, Inc.

Consumer Defensive
1.64K
+ 2.81%
$55.56 - $60.91 $91.1K - $99.9K
60K $3.52M
BR
Broadridge Financial Solutions, Inc.

Technology
60
+ 6.0%
$217.22 - $246.25 $13K - $14.8K
1.06K $257K
ALL
Allstate Corp

Financial Services
176
+ 4.69%
$180.53 - $212.64 $31.8K - $37.4K
3.93K $790K
MET
Metlife Inc

Financial Services
156
+ 1.59%
$68.42 - $82.49 $10.7K - $12.9K
9.95K $799K
CWEN
Clearway Energy, Inc.

Utilities
13
+ 0.19%
$26.74 - $32.22 $348 - $419
6.82K $218K
Activity Summary
Buys All Purchases 433 New Holdings 96 Increased Positions 337 Sells All Sells 344 Reductions 344 Sold out 0 Options Calls 0 Puts 0
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