Eric Wirdak
Financial advisor at Iconiq Capital, LLC · San Francisco, CA
Last updated 2026-10-10
Claim your profileEric Wirdak is a financial advisor at Iconiq Capital, LLC in San Francisco, CA, CRD 7422104. Licenses and exams on the registration: Series 65. IAPD registration began 2021-12-18.
Registration
- CRD number
- 7422104
- Registration status
- Active
- IAPD registration
- 2021-12-18
- Industry Experience
- 4 years
- Work Experience
- 13 years
- States registered
- CA
Licenses and exams
- Series 65
Work history
- 2021-07 to Present · Iconiq Capital · San Francisco, CA
- 2013-06 to 2021-07 · Northern Trust · Chicago, IL
Current employment
- Iconiq Capital, LLC · San Francisco, CA
Iconiq Capital, LLC
- Regulatory AUM
- $117,526,862,202
- Registered advisors
- 79
- Offices
- 12
- Clients per advisor
- 10.7 (Low)
- Average AUM per client
- $138.9M (Moderate)
- High-net-worth client ratio
- 44.9% (Moderate)
Iconiq Capital, LLC: advisors, services and reported ETF investments
About
Eric Wirdak is a financial advisor at Iconiq Capital, LLC in San Francisco, CA. Reported securities licenses include Series 65. The latest record indicates 4 years of industry experience and 13 years of reported work history.
Iconiq Capital, LLC's firm-level Form ADV reports 79 advisors across 12 offices; approximately 10.7 clients per advisor, average assets per client of $138,920,641, and regulatory AUM of $117.5B; client categories including High net worth individuals, Pooled investment vehicles, and Charitable organizations; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Selection of Other Advisers, and Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $330.9M across 31 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Eric Wirdak personally.
Reported ETF positions
Iconiq Capital reports 31 ETF positions worth $330.9M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| ACWI — iShares MSCI ACWI ETF | $213M |
| IVV — iShares Core S&P 500 ETF | $19.7M |
| GLD — SPDR Gold Shares | $13M |
| IEFA — iShares Core MSCI EAFE ETF | $10.8M |
| ACWX — iShares MSCI ACWI ex U.S. ETF | $10.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Iconiq Capital's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $19.7M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $19.7M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | OEF — iShares S&P 100 Fund | $694.1K | Top 98.9% | Residual alpha +1.31% · Residual Sharpe 0.08 |
| Diversification Benefits | HDV — iShares Core High Dividend ETF | $1.6M | Top 77.2% | Replicability (R²) 93.0% · Residual Sharpe 0.06 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Iconiq Capital, LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
50 Beale St., San Francisco, CA 94105
78 advisors at this office.
Contact
The firm's filed contact details.
Official record
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