Managers / Q4 2019 · view latest →
Wealthspire Advisors, L.P.
CIK 0001666612 · 12435 PARK POTOMAC AVENUE, SUITE 500, POTOMAC, MD, 20854 · 866-498-6433
Reported Value
$1.5B
Q4 2019
Positions
499
Filings on Record
8
2019–present window
Filed
Feb 14, 2020
original filing
Summary
Wealthspire Advisors, L.P. reported $1.5B in U.S.-listed holdings across 499 positions for Q4 2019.
Its largest position, Vanguard Index Fds, represents 7.6% of the portfolio.
Compared with Q3 2019, the fund opened 58 new positions and exited 26.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 61.4% · $916M
- Common Stock · 30.6% · $456M
- Other · 6.4% · $95M
- ADR · 0.8% · $12M
- REIT · 0.6% · $9M
- Other · 0.2% · $3M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q3 2020 | $2.8B | 484 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.4B | 448 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $1.1B | 432 | May 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.5B | 499 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $1.4B | 467 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $1.3B | 459 | Aug 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $1.3B | 2,601 | May 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $1.1B | 2,566 | 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 ↗.