Wealthspire Institutional, LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 669,029
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/12/2026 | 141 | 669,029 | 13F-HR | Wealthspire Institutional, LLC |
| Q2 2026 | 8/7/2026 | 153 | 698,411 | 13F-HR | FIDUCIENT ADVISORS LLC |
| Q1 2026 | 5/8/2026 | 139 | 764,985 | 13F-HR | FIDUCIENT ADVISORS LLC |
| Q4 2025 | 2/10/2026 | 170 | 806,802 | 13F-HR | FIDUCIENT ADVISORS LLC |
| Q3 2025 | 10/30/2025 | 157 | 855,708 | 13F-HR | FIDUCIENT ADVISORS LLC |
| Q2 2025 | 8/12/2025 | 153 | 816,954 | 13F-HR | FIDUCIENT ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 149.8 K | 22.4% | 0 | 13.27 K | -13.27 K |
| ETFs | 517.8 K | 77.4% | 0 | 15.99 K | -15.99 K |
| Debt | 1.469 K | 0.2% | 0 | 124 | -124 |
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Fund Snapshot
Q3 2026
Latest filed
11/12/2026
Total value ($000)
669,029
Holdings
141
QoQ value change ($000)
-29,382
(-4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.