Portfolio (Quarterly) Guide ↗

Wealthspire Advisors, LLC

· CIK 0001646247

13F Portfolio $12.7B AUM 932 positions Filed May 1, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 93 New 229 Added 480 Reduced 193 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
81	—	EMPIRE ST RLTY OP L P	—	12,067.0	$53K	—	NEW	—	$4.42	—
82	MRCC	MONROE CAP CORP	Financial Services	11,586.0	$53K	—	NEW	—	$4.60	+10.4%
83	—	VOLITIONRX LTD	—	220,000.0	$44K	—	NEW	—	$0.20	—
84	—	ELME COMMUNITIES	—	19,364.0	$39K	—	NEW	—	$2.01	—
85	DDD	3D SYS CORP DEL	Technology	16,000.0	$30K	—	NEW	—	$1.88	+89.9%
86	—	SAREPTA THERAPEUTICS INC	—	27,000.0	$25K	—	NEW	—	$0.92	—
87	OGI	ORGANIGRAM GLOBAL INC	Healthcare	18,522.0	$25K	—	NEW	—	$1.34	-17.9%
88	IVVD	INVIVYD INC	Healthcare	17,595.0	$23K	—	NEW	—	$1.30	-28.1%
89	CBUS	CIBUS INC	Healthcare	10,000.0	$20K	—	NEW	—	$1.98	-23.2%
90	MIST	MILESTONE PHARMACEUTICALS IN	Healthcare	10,629.0	$13K	—	NEW	—	$1.19	-33.8%
91	GUTS	FRACTYL HEALTH INC	Healthcare	15,617.0	$7K	—	NEW	—	$0.46	+6.1%
92	—	WHEELS UP EXPERIENCE INC	—	10,318.0	$5K	—	NEW	—	$0.52	—
93	—	GABELLI EQUITY TR INC	—	147,080.0	$1K	—	NEW	—	$0.01	—

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 47.2%

Technology 19.8%

Consumer Cyclical 9.5%

Healthcare 5.3%

Industrials 4.8%

Communication Services 4.0%

Consumer Defensive 4.0%

Energy 2.5%

Utilities 1.6%

Basic Materials 0.7%