WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings644 positions
ISHARES TR | 2.1M | $1B | 14.4% | $356.91 | +29.28% | 20 qtrssince 2019-Q1 | Increased 66 |
VANGUARD INDEX FDS | 1.1M | $499.5M | 7.1% | $278.14 | +51.80% | 20 qtrssince 2019-Q1 | Increased 62 |
VANGUARD TAX-MANAGED INTL FD | 8.6M | $413.3M | 5.9% | $37.72 | +17.67% | 20 qtrssince 2019-Q1 | Increased 64 |
SCHWAB STRATEGIC TR | 5.2M | $395.5M | 5.6% | $18.73 | +22.69% | 18 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 1.4M | $375.3M | 5.3% | $44.18 | +21.12% | 18 qtrssince 2019-Q3 | Increased 61 |
SPDR S&P 500 ETF TRUST | 611,802 | $290.8M | 4.1% | $349.74 | +31.60% | 20 qtrssince 2019-Q1 | Increased 59 |
VANGUARD STAR FDS | 4.1M | $238M | 3.4% | $48.30 | +11.48% | 20 qtrssince 2019-Q1 | Increased 61 |
VANGUARD INDEX FDS | 951,337 | $225.7M | 3.2% | $166.60 | +37.63% | 20 qtrssince 2019-Q1 | Increased 64 |
SCHWAB STRATEGIC TR | 5.1M | $189.1M | 2.7% | $13.03 | +31.99% | 16 qtrssince 2020-Q1 | Increased 53 |
ISHARES TR | 1.6M | $171.1M | 2.4% | $83.84 | +23.61% | 20 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 557,877 | $129.8M | 1.8% | $47.60 | +17.62% | 16 qtrssince 2020-Q1 | Increased 47 |
VANGUARD FTSE EMERGING MARKE | 3M | $122.5M | 1.7% | $38.30 | +0.74% | 20 qtrssince 2019-Q1 | Increased 51 |
VANGUARD INDEX FDS | 727,960 | $119.7M | 1.7% | $145.75 | +9.57% | 19 qtrssince 2019-Q2 | Increased 52 |
VANGUARD INDEX FDS | 460,737 | $100.5M | 1.4% | $155.76 | +35.49% | 19 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD INDEX FDS | 313,165 | $97.4M | 1.4% | $36.94 | +38.47% | 16 qtrssince 2020-Q1 | Decreased 0 |
INVESCO EXCHNG TRADED FD TR | 3M | $82.1M | 1.2% | $24.70 | -1.78% | 19 qtrssince 2019-Q2 | Increased 52 |
ISHARES INC | 1.6M | $81.9M | 1.2% | $42.71 | +11.48% | 16 qtrssince 2020-Q1 | Increased 47 |
VANGUARD INDEX FDS | 362,847 | $77.4M | 1.1% | $165.54 | +24.15% | 16 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD MALVERN FDS | 1.6M | $73.9M | 1.0% | $42.28 | +1.86% | 20 qtrssince 2019-Q1 | Increased 75 |
PROSHARES TR | 766,480 | $73M | 1.0% | $40.93 | +10.36% | 13 qtrssince 2020-Q4 | Increased 54 |
Wealthspire Advisors, LLC manages $7B across 644 positions as of Q4 2023. Top holdings: IVV (14.4%), VOO (7.1%), VEA (5.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 73 new positions, 23 exits, 294 increased. Top move: VTIP (INCREASED, conviction 75). Portfolio: $7.0B across 644 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR