SEC 13F Intelligence

Managers / Q4 2023 · view latest →

Wealthspire Advisors, LLC

CIK 0001646247 · 521 5TH AVENUE, 15TH FLOOR, NEW YORK, NY, 10175 · 414-509-1330

Reported Value
$7.0B
Q4 2023
Positions
644
Filings on Record
30
2019–present window
Filed
Feb 7, 2024
original filing

Summary

Wealthspire Advisors, Llc reported $7.0B in U.S.-listed holdings across 644 positions for Q4 2023.

Its largest position, IVV, represents 14.4% of the portfolio.

Compared with Q3 2023, the fund opened 73 new positions and exited 23.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.0BQ4 ’18Q1 ’19: $1.1BQ2 ’19: $1.1BQ3 ’19: $1.2BQ4 ’19: $1.4BQ4 ’19Q1 ’20: $2.4BQ2 ’20: $1.4BQ3 ’20: $1.7BQ4 ’20: $3.4BQ4 ’20Q1 ’21: $4.2BQ2 ’21: $3.8BQ3 ’21: $4.8BQ4 ’21: $4.5BQ4 ’21Q1 ’22: $4.4BQ2 ’22: $4.8BQ3 ’22: $4.8BQ4 ’22: $5.50TQ4 ’22Q1 ’23: $5.8BQ2 ’23: $6.1BQ3 ’23: $6.1BQ4 ’23: $7.0BQ4 ’23Q1 ’24: $7.5BQ2 ’24: $7.8BQ3 ’24: $9.8BQ4 ’24: $10.1BQ4 ’24Q1 ’25: $16.7BQ2 ’25: $17.8BQ3 ’25: $19.1BQ4 ’25: $12.6BQ4 ’25Q1 ’26: $12.7Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2023

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$12.7B932May 1, 202613F-HRchanges · EDGAR ↗
Q4 2025$12.6B1,032Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$19.1B3,187Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$17.8B971Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$16.7B921May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$10.1B792Feb 4, 202513F-HRchanges · EDGAR ↗
Q3 2024$9.8B756Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$7.8B663Aug 8, 202413F-HRchanges · EDGAR ↗
Q1 2024$7.5B641May 6, 202413F-HRchanges · EDGAR ↗
Q4 2023$7.0B644Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$6.1B594Nov 6, 202313F-HRchanges · EDGAR ↗
Q2 2023$6.1B559Aug 1, 202313F-HRchanges · EDGAR ↗
Q1 2023$5.8B534May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022$5.50T582Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$4.8B512Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$4.8B497Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$4.4B428May 9, 202213F-HRchanges · EDGAR ↗
Q4 2021$4.5B534Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$4.8B579Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$3.8B366Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$4.2B703May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$3.4B580Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.7B329Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.4B282Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$2.4B558May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.4B215Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.2B168Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.1B96Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.1B44May 8, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.0B953Feb 14, 201913F-HRchanges · 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 ↗.