EPW
GDL

Evolve Private Wealth’s GDL Fund GDL Stock Holding History

Evolve Private Wealth’s Portfolio GDL Stock Details GDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$160K Sell
18,871
-512
-3% -$4.32K 0.01% 970
2026
Q1 		$161K Hold
19,383
– – 0.01% 956
2025
Q4 		$164K Buy
+19,383
New +$165K 0.01% 887

Other funds holding GDL

GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evolve Private Wealth's GDL Position: Q2 2026 in Review

Evolve Private Wealth reduced its GDL Fund (GDL) stake by 2.6% in Q2 2026, selling an estimated $4.32K and leaving 18,871 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #970.

Evolve Private Wealth first reported a position in GDL in Q4 2025 and has held it in 3 quarters since. The position peaked at $164K in Q4 2025. 32 funds tracked by Wall St. Rank hold GDL as of Q2 2026.

  • Evolve Private Wealth held 18,871 shares of GDL Fund worth $160K as of Q2 2026.
  • Evolve Private Wealth sold 512 GDL Fund shares in Q2 2026, an estimated $4.32K.
  • GDL Fund made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #970 holding.
  • Evolve Private Wealth first reported a position in GDL Fund in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's GDL Fund position peaked at $164K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held GDL Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.