Wealthspire Advisors, LLC
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 1646247
NEW YORK, NY
Position in ADX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,121,227
New position
Shares Held
51,221
first reported quarter
Ownership
0.042%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Wealthspire Advisors, LLC holds $38,565,563 across 39 Asset Management names. ADX ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
151,869 | $5,965,414 | |
| 2 | EIM |
Eaton Vance Municipal Bond Fund
|
568,062 | $5,549,965 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
375,135 | $4,749,209 | |
| 4 | BX |
Blackstone Inc.
|
27,829 | $3,200,056 | |
| 5 | APO |
Apollo Global Management, Inc.
|
21,475 | $2,392,744 | |
| 6 | BLK |
BlackRock, Inc.
|
2,411 | $2,318,682 | |
| 7 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
202,659 | $1,528,048 | |
| 8 | ADX |
Adams Diversified Equity Fund, Inc.
This page
|
51,221 | $1,121,227 |
All Filings in ADX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,121,227 | 51,221 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||