Wealthspire Advisors (New York)’s Gabelli Equity Trust GAB Stock Holding History

Wealthspire Advisors (New York)’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$833K	Buy	147,116 +24	+0%	+$134	﹤0.01%	601
2026 Q1	$824K	Buy	+147,092	New	+$883K	0.01%	447
2025 Q4	–	Sell	-1,196	Closed	-$7.28K	–	1744
2025 Q3	$7.28K	Buy	+1,196	New	+$7.18K	﹤0.01%	2176

Other funds holding GAB

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Wealthspire Advisors (New York) increased its Gabelli Equity Trust (GAB) stake by 0.02% in Q2 2026, buying an estimated $134 and bringing the position to 147,116 shares worth $833K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Wealthspire Advisors (New York) first reported a position in GAB in Q3 2025 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Wealthspire Advisors (New York) held 147,116 shares of Gabelli Equity Trust worth $833K as of Q2 2026.
Wealthspire Advisors (New York) bought 24 Gabelli Equity Trust shares in Q2 2026, an estimated $134.
Gabelli Equity Trust made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #601 holding.
Wealthspire Advisors (New York) first reported a position in Gabelli Equity Trust in Q3 2025 and has held it in 3 quarters since.
223 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

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