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Wealthspire Advisors (New York)’s Capital Southwest CSWC Stock Holding History

Wealthspire Advisors (New York)’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,418
Closed -$31K – 1445
2025
Q3 		$31K Buy
+1,418
New +$32.3K ﹤0.01% 1443

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthspire Advisors (New York)'s CSWC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Capital Southwest (CSWC) in Q4 2025, closing a stake of 1,418 shares — an estimated $31K sold.

Wealthspire Advisors (New York) first reported a position in CSWC in Q3 2025 and held it in 1 quarter. The position peaked at $31K in Q3 2025. 162 funds tracked by Wall St. Rank hold CSWC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Capital Southwest position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,418 Capital Southwest shares in Q4 2025, an estimated $31K.
  • Wealthspire Advisors (New York) first reported a position in Capital Southwest in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Capital Southwest position peaked at $31K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.