Wealthspire Institutional, LLC

Q3 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$669,029
Net value change ($000)
-29,382 (-4.2%)
New positions
8
Sold out positions
20
Turnover %
10.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWV 31,216 NEW
FANG 16,439 674.0%
VGT 10,149 NEW
EA SERIES TRUST 7,086 NEW
XOM 5,091 NEW
MSFT 841 29.2%
USRT 802 3.9%
NVDA 766 12.8%
EEM 421 6.1%
VEA 376 5.8%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -18,050 -82.6%
VBR -13,414 -84.5%
IJR -12,786 -30.5%
EFV -10,622 -65.5%
ITW -6,589 -100.0%
IVV -5,338 -7.4%
VTI -4,377 -43.8%
PCAR -3,772 -8.6%
AON -3,041 -60.6%
VCLT -2,505 -9.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type