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Wealthspire Advisors (New York)’s Cadiz CDZI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio CDZI Stock Details CDZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$96.8K Sell
23,160
-12,180
-34% -$54.3K ﹤0.01% 1230
2026
Q1 		$174K Hold
35,340
– – ﹤0.01% 878
2025
Q4 		$198K Buy
35,340
+22,500
+175% +$121K ﹤0.01% 978
2025
Q3 		$60.6K Buy
+12,840
New +$44.8K ﹤0.01% 1170

Other funds holding CDZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Stonehill Capital Management New York $350M AUM 73.6% 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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s CDZI Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Cadiz (CDZI) stake by 34% in Q2 2026, selling an estimated $54.3K and leaving 23,160 shares worth $96.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Wealthspire Advisors (New York) first reported a position in CDZI in Q3 2025 and has held it in 4 quarters since. The position peaked at $198K in Q4 2025. 115 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Wealthspire Advisors (New York) held 23,160 shares of Cadiz worth $96.8K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 12,180 Cadiz shares in Q2 2026, an estimated $54.3K.
  • Cadiz made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1230 holding.
  • Wealthspire Advisors (New York) first reported a position in Cadiz in Q3 2025 and has held it in 4 quarters since.
  • Wealthspire Advisors (New York)'s Cadiz position peaked at $198K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.