WSFS
DIAX

Wilmington Savings Fund Society’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Wilmington Savings Fund Society’s Portfolio DIAX Stock Details DIAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,500
Closed -$35.9K – 1543
2025
Q2 		$35.9K Hold
2,500
– – ﹤0.01% 1296
2025
Q1 		$36.2K Hold
2,500
– – ﹤0.01% 1282
2024
Q4 		$37.6K Hold
2,500
– – ﹤0.01% 1314
2024
Q3 		$37.1K Buy
+2,500
New +$35.8K ﹤0.01% 1298

Other funds holding DIAX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Wilmington Savings Fund Society's DIAX Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX) in Q3 2025, closing a stake of 2,500 shares — an estimated $35.9K sold.

Wilmington Savings Fund Society first reported a position in DIAX in Q3 2024 and held it in 4 quarters. The position peaked at $37.6K in Q4 2024. 109 funds tracked by Wall St. Rank hold DIAX as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Nuveen Dow 30SM Dynamic Overwrite Fund position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 2,500 Nuveen Dow 30SM Dynamic Overwrite Fund shares in Q3 2025, an estimated $35.9K.
  • Wilmington Savings Fund Society first reported a position in Nuveen Dow 30SM Dynamic Overwrite Fund in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Nuveen Dow 30SM Dynamic Overwrite Fund position peaked at $37.6K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Nuveen Dow 30SM Dynamic Overwrite Fund as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.