CWIG
DX

Chung Wu Investment Group’s Dynex Capital DX Stock Holding History

Chung Wu Investment Group’s Portfolio DX Stock Details DX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.37K Hold
333
– – ﹤0.01% 257
2026
Q1 		$4.25K Hold
333
– – ﹤0.01% 234
2025
Q4 		$4.67K Hold
333
– – ﹤0.01% 239
2025
Q3 		$4.09K Hold
333
– – ﹤0.01% 241
2025
Q2 		$4.07K Buy
+333
New +$4.04K ﹤0.01% 237

Other funds holding DX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Chung Wu Investment Group's DX Position: Q2 2026 in Review

Chung Wu Investment Group held its Dynex Capital (DX) position steady in Q2 2026 at 333 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Chung Wu Investment Group first reported a position in DX in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.67K in Q4 2025. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Chung Wu Investment Group held 333 shares of Dynex Capital worth $4.37K as of Q2 2026.
  • Chung Wu Investment Group left its Dynex Capital share count unchanged in Q2 2026.
  • Dynex Capital made up ﹤0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #257 holding.
  • Chung Wu Investment Group first reported a position in Dynex Capital in Q2 2025 and has held it in 5 quarters since.
  • Chung Wu Investment Group's Dynex Capital position peaked at $4.67K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.