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 Q2	$601K	Buy	45,862 +3,900	+9%	+$51.3K	﹤0.01%	732
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Wealthspire Advisors (New York) increased its Dynex Capital (DX) stake by 9.3% in Q2 2026, buying an estimated $51.3K and bringing the position to 45,862 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Wealthspire Advisors (New York) first reported a position in DX in Q1 2020 and has held it in 18 quarters since. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

Wealthspire Advisors (New York) held 45,862 shares of Dynex Capital worth $601K as of Q2 2026.
Wealthspire Advisors (New York) bought 3,900 Dynex Capital shares in Q2 2026, an estimated $51.3K.
Dynex Capital made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #732 holding.
Wealthspire Advisors (New York) first reported a position in Dynex Capital in Q1 2020 and has held it in 18 quarters since.
288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

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