Managers / Q1 2022 · view latest →
Wealthspire Advisors, LLC
CIK 0001646247 · 521 5TH AVENUE, 15TH FLOOR, NEW YORK, NY, 10175 · 414-509-1330
Reported Value
$4.4B
Q1 2022
Positions
428
Filings on Record
30
2019–present window
Filed
May 9, 2022
original filing
Summary
Wealthspire Advisors, Llc reported $4.4B in U.S.-listed holdings across 428 positions for Q1 2022.
Its largest position, IVV, represents 14.3% of the portfolio.
Compared with Q4 2021, the fund opened 37 new positions and exited 143.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $12.7B | 932 | May 1, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $12.6B | 1,032 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $19.1B | 3,187 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $17.8B | 971 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $16.7B | 921 | May 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $10.1B | 792 | Feb 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $9.8B | 756 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $7.8B | 663 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $7.5B | 641 | May 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $7.0B | 644 | Feb 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $6.1B | 594 | Nov 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $6.1B | 559 | Aug 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $5.8B | 534 | May 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $5.50T | 582 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $4.8B | 512 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $4.8B | 497 | Aug 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $4.4B | 428 | May 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $4.5B | 534 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $4.8B | 579 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $3.8B | 366 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $4.2B | 703 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $3.4B | 580 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.7B | 329 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.4B | 282 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $2.4B | 558 | May 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.4B | 215 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $1.2B | 168 | Nov 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $1.1B | 96 | Aug 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $1.1B | 44 | May 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $1.0B | 953 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.