WSFS
GGZ

Wilmington Savings Fund Society’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Wilmington Savings Fund Society’s Portfolio GGZ Stock Details GGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$2.48K – 2123
2024
Q3 		$2.48K Buy
+200
New +$2.37K ﹤0.01% 1877

Other funds holding GGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wilmington Savings Fund Society's GGZ Position: Q4 2024 in Review

Wilmington Savings Fund Society sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q4 2024, closing a stake of 200 shares — an estimated $2.48K sold.

Wilmington Savings Fund Society first reported a position in GGZ in Q3 2024 and held it in 1 quarter. The position peaked at $2.48K in Q3 2024. 39 funds tracked by Wall St. Rank hold GGZ as of Q4 2024.

  • Wilmington Savings Fund Society reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q4 2024 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 200 Gabelli Global Small and Mid-Cap Value Trust shares in Q4 2024, an estimated $2.48K.
  • Wilmington Savings Fund Society first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q3 2024 and held it in 1 quarter.
  • Wilmington Savings Fund Society's Gabelli Global Small and Mid-Cap Value Trust position peaked at $2.48K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q4 2024.

Based on Wilmington Savings Fund Society's 13F filing for Q4 2024, filed 28 Jan 2025.