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Whipplewood Advisors’s Gabelli Equity Trust GAB Stock Holding History

Whipplewood Advisors’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
2025
Q2 		– Sell
-15
Closed -$13.8K – 1224
2025
Q1 		$13.8K Sell
15
-2,490
-99% -$13.7K 0.01% 505
2024
Q4 		$13.5K Buy
+2,505
New +$13.9K 0.01% 508

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whipplewood Advisors's GAB Position: Q2 2025 in Review

Whipplewood Advisors sold out of Gabelli Equity Trust (GAB) in Q2 2025, closing a stake of 15 shares — an estimated $13.8K sold.

Whipplewood Advisors first reported a position in GAB in Q4 2024 and held it in 2 quarters. The position peaked at $13.8K in Q1 2025. 193 funds tracked by Wall St. Rank hold GAB as of Q2 2025.

  • Whipplewood Advisors reported no remaining Gabelli Equity Trust position as of Q2 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 15 Gabelli Equity Trust shares in Q2 2025, an estimated $13.8K.
  • Whipplewood Advisors first reported a position in Gabelli Equity Trust in Q4 2024 and held it in 2 quarters.
  • Whipplewood Advisors's Gabelli Equity Trust position peaked at $13.8K in Q1 2025.
  • 193 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.