76. Wealthspire Advisors

Rank: 76
Location: San Rafael, CA
Total Assets: $2,832,184,320
ETF Assets: $747,783,744
Website: www.wealthspire.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 215
Total Value of All ETF Holdings: $747,783,744
Number of Issuers: 26
Number of Sectors: 49
  • Top 5 ETF Holdings
    1. DFAC: $130,745,171
    2. VCSH: $94,830,236
    3. JNK: $62,680,918
    4. HYD: $47,685,612
    5. HYMB: $44,839,676
  • Top 5 ETF Sectors
    1. Large Cap Blend Equities
    2. Corporate Bonds
    3. High Yield Bonds
    4. National Munis
    5. Large Cap Growth Equities
  • Top 5 ETF Issuers
    1. Dimensional
    2. Vanguard
    3. State Street SPDR
    4. VanEck
    5. iShares

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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https://www.wealthspire.com 2023 Top 100 ETF Power Users