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World Investment Advisors’s Gabelli Equity Trust GAB Stock Holding History

World Investment 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
2026
Q2 		$221K Sell
38,958
-49,704
-56% -$278K ﹤0.01% 1418
2026
Q1 		$497K Buy
+88,662
New +$532K 0.01% 990

Other funds holding GAB

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

World Investment Advisors's GAB Position: Q2 2026 in Review

World Investment Advisors reduced its Gabelli Equity Trust (GAB) stake by 56% in Q2 2026, selling an estimated $278K and leaving 38,958 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

World Investment Advisors first reported a position in GAB in Q1 2026 and has held it in 2 quarters since. The position peaked at $497K in Q1 2026. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • World Investment Advisors held 38,958 shares of Gabelli Equity Trust worth $221K as of Q2 2026.
  • World Investment Advisors sold 49,704 Gabelli Equity Trust shares in Q2 2026, an estimated $278K.
  • Gabelli Equity Trust made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1418 holding.
  • World Investment Advisors first reported a position in Gabelli Equity Trust in Q1 2026 and has held it in 2 quarters since.
  • World Investment Advisors's Gabelli Equity Trust position peaked at $497K in Q1 2026.
  • 224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.