Wealthspire Advisors (New York)’s Dynex Capital DX Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$535K	Buy	41,962 +18,443	+78%	+$254K	﹤0.01%	553
2025 Q4	$330K	Buy	23,519 +5,520	+31%	+$74.5K	﹤0.01%	767
2025 Q3	$221K	Buy	+17,999	New	+$225K	﹤0.01%	760
2025 Q2	–	Sell	-12,766	Closed	-$166K	–	855
2025 Q1	$166K	Sell	12,766 -271	-2%	-$3.63K	﹤0.01%	752
2024 Q4	$165K	Sell	13,037 -962	-7%	-$12K	﹤0.01%	757
2024 Q3	$179K	Hold	13,999	–	–	﹤0.01%	720
2024 Q2	$167K	Hold	13,999	–	–	﹤0.01%	628
2024 Q1	$174K	Hold	13,999	–	–	﹤0.01%	614
2023 Q4	$175K	Hold	13,999	–	–	﹤0.01%	624
2023 Q3	$167K	Hold	13,999	–	–	﹤0.01%	572
2023 Q2	$176K	Hold	13,999	–	–	﹤0.01%	536
2023 Q1	$170K	Hold	13,999	–	–	﹤0.01%	508
2022 Q4	$178K	Hold	13,999	–	–	﹤0.01%	550
2022 Q3	$163K	Hold	13,999	–	–	﹤0.01%	487
2022 Q2	$223K	Hold	13,999	–	–	﹤0.01%	458
2022 Q1	$227K	Buy	+13,999	New	+$226K	0.01%	395
2020 Q2	–	Sell	-25,332	Closed	-$264K	–	340
2020 Q1	$264K	Buy	+25,332	New	+$417K	0.01%	418

Other funds holding DX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wealthspire Advisors (New York)'s DX Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Dynex Capital (DX) stake by 78% in Q1 2026, buying an estimated $254K and bringing the position to 41,962 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Wealthspire Advisors (New York) first reported a position in DX in Q1 2020 and has held it in 17 quarters since. 266 funds tracked by Wall St. Rank hold DX as of Q1 2026.

Wealthspire Advisors (New York) held 41,962 shares of Dynex Capital worth $535K as of Q1 2026.
Wealthspire Advisors (New York) bought 18,443 Dynex Capital shares in Q1 2026, an estimated $254K.
Dynex Capital made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #553 holding.
Wealthspire Advisors (New York) first reported a position in Dynex Capital in Q1 2020 and has held it in 17 quarters since.
266 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.