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Wilmington Savings Fund Society’s Gladstone Investment Corp GAIN Stock Holding History

Wilmington Savings Fund Society’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-884
Closed -$12.6K – 1639
2025
Q2 		$12.6K Hold
884
– – ﹤0.01% 1572
2025
Q1 		$11.8K Sell
884
-46
-5% -$617 ﹤0.01% 1597
2024
Q4 		$12.3K Hold
930
– – ﹤0.01% 1611
2024
Q3 		$13.4K Buy
+930
New +$12.5K ﹤0.01% 1567

Other funds holding GAIN

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MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wilmington Savings Fund Society sold out of Gladstone Investment Corp (GAIN) in Q3 2025, closing a stake of 884 shares — an estimated $12.6K sold.

Wilmington Savings Fund Society first reported a position in GAIN in Q3 2024 and held it in 4 quarters. The position peaked at $13.4K in Q3 2024. 87 funds tracked by Wall St. Rank hold GAIN as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Gladstone Investment Corp position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 884 Gladstone Investment Corp shares in Q3 2025, an estimated $12.6K.
  • Wilmington Savings Fund Society first reported a position in Gladstone Investment Corp in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Gladstone Investment Corp position peaked at $13.4K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2025.

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