WAM
MXE

Wolverine Asset Management’s Mexico Equity and Income Fund MXE Stock Holding History

Wolverine Asset Management’s Portfolio MXE Stock Details MXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.08K Buy
+394
New +$5.18K ﹤0.01% 1488
2025
Q3 		– Sell
-10,495
Closed -$110K – 1753
2025
Q2 		$110K Sell
10,495
-17,824
-63% -$172K ﹤0.01% 1111
2025
Q1 		$247K Buy
28,319
+10,668
+60% +$91.7K ﹤0.01% 981
2024
Q4 		$142K Buy
17,651
+14,773
+513% +$129K ﹤0.01% 1072
2024
Q3 		$26.4K Sell
2,878
-17,742
-86% -$166K ﹤0.01% 1244
2024
Q2 		$198K Buy
20,620
+11,149
+118% +$118K ﹤0.01% 1000
2024
Q1 		$109K Buy
+9,471
New +$105K ﹤0.01% 1038
2023
Q4 		– Sell
-43,190
Closed -$406K – 1931
2023
Q3 		$406K Buy
43,190
+88
+0.2% +$896 ﹤0.01% 928
2023
Q2 		$433K Sell
43,102
-1,506
-3% -$15.1K 0.01% 874
2023
Q1 		$449K Buy
44,608
+6,626
+17% +$65.1K 0.01% 884
2022
Q4 		$333K Sell
37,982
-4,246
-10% -$36.2K ﹤0.01% 1033
2022
Q3 		$318K Buy
42,228
+1,348
+3% +$10.6K ﹤0.01% 1143
2022
Q2 		$328K Sell
40,880
-437
-1% -$3.75K ﹤0.01% 1088
2022
Q1 		$377K Sell
41,317
-470
-1% -$4.19K ﹤0.01% 1045
2021
Q4 		$372K Buy
41,787
+19,541
+88% +$171K ﹤0.01% 1085
2021
Q3 		$239K Buy
22,246
+12,065
+119% +$146K ﹤0.01% 1142
2021
Q2 		$122K Sell
10,181
-610
-6% -$7.01K ﹤0.01% 1417
2021
Q1 		$110K Sell
10,791
-993
-8% -$9.67K ﹤0.01% 1416
2020
Q4 		$114K Buy
11,784
+1,002
+9% +$8.87K ﹤0.01% 1195
2020
Q3 		$83K Buy
10,782
+4,097
+61% +$32.7K ﹤0.01% 1170
2020
Q2 		$51K Sell
6,685
-3,074
-31% -$22.8K ﹤0.01% 1225
2020
Q1 		$68K Buy
9,759
+1,596
+20% +$16.8K ﹤0.01% 1126
2019
Q4 		$94K Buy
+8,163
New +$89.7K ﹤0.01% 1122
2019
Q1 		– Sell
-23,939
Closed -$241K – 1604
2018
Q4 		$241K Buy
23,939
+22,502
+1,566% +$239K ﹤0.01% 1206
2018
Q3 		$17K Sell
1,437
-5,200
-78% -$58.9K ﹤0.01% 1409
2018
Q2 		$68K Sell
6,637
-16,186
-71% -$168K ﹤0.01% 1219
2018
Q1 		$250K Sell
22,823
-15,182
-40% -$166K ﹤0.01% 1109
2017
Q4 		$389K Sell
38,005
-21,620
-36% -$230K ﹤0.01% 955
2017
Q3 		$691K Sell
59,625
-18,757
-24% -$223K 0.01% 763
2017
Q2 		$895K Buy
78,382
+51,732
+194% +$576K 0.01% 639
2017
Q1 		$289K Buy
+26,650
New +$256K ﹤0.01% 805
2016
Q4 		– Sell
-36,067
Closed -$373K – 1262
2016
Q3 		$373K Buy
36,067
+5,885
+19% +$63K 0.01% 748
2016
Q2 		$328K Sell
30,182
-1,248
-4% -$13.7K 0.01% 790
2016
Q1 		$352K Buy
31,430
+12,639
+67% +$130K 0.01% 578
2015
Q4 		$202K Buy
18,791
+9,110
+94% +$106K ﹤0.01% 865
2015
Q3 		$106K Sell
9,681
-448
-4% -$5.25K ﹤0.01% 1077
2015
Q2 		$124K Sell
10,129
-41,000
-80% -$515K ﹤0.01% 1056
2015
Q1 		$631K Buy
+51,129
New +$633K 0.01% 552
2014
Q3 		– Sell
-9,461
Closed -$152K – 2598
2014
Q2 		$152K Buy
9,461
+8,061
+576% +$123K ﹤0.01% 1014
2014
Q1 		$20K Buy
+1,400
New +$20K ﹤0.01% 1629
2013
Q4 		– Sell
-40,758
Closed -$624K – 2836
2013
Q3 		$624K Buy
40,758
+5,625
+16% +$87.9K 0.01% 689
2013
Q2 		$540K Buy
+35,133
New +$574K 0.01% 706

Other funds holding MXE

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wolverine Asset Management's MXE Position: Q1 2026 in Review

Wolverine Asset Management opened a new position in Mexico Equity and Income Fund (MXE) in Q1 2026: 394 shares worth $5.08K. The stake represents ﹤0.01% of the portfolio and ranks #1488 among its holdings. This is a return to the name: Wolverine Asset Management previously reported a position in MXE as recently as Q2 2025.

Wolverine Asset Management first reported a position in MXE in Q2 2013 and has held it in 42 quarters since. The position peaked at $895K in Q2 2017. 20 funds tracked by Wall St. Rank hold MXE as of Q1 2026.

  • Wolverine Asset Management held 394 shares of Mexico Equity and Income Fund worth $5.08K as of Q1 2026.
  • Mexico Equity and Income Fund was a new Wolverine Asset Management position in Q1 2026.
  • Mexico Equity and Income Fund made up ﹤0.01% of Wolverine Asset Management's portfolio in Q1 2026, its #1488 holding.
  • Wolverine Asset Management first reported a position in Mexico Equity and Income Fund in Q2 2013 and has held it in 42 quarters since.
  • Wolverine Asset Management's Mexico Equity and Income Fund position peaked at $895K in Q2 2017.
  • 20 funds tracked by Wall St. Rank held Mexico Equity and Income Fund as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.