SWZ
Swiss Helvetia Closed FundNYSE
Updated 1 day ago
Coverage limited
$5.75-0.17%
Close Oct 13, 2026
- Market cap
- —
- 1 month
- -2.5%
- 3 months
- -3.0%
- 1 year
- -1.7%
- 52-week range
- $5.70$6.31
- Dividend, last 12 mo
- None in the last year
- Last ex-date
- Mar 18, 2025 · $0.1458
- Short interest
- 13.4K sharessettled Sep 30, 2026 · -22.9% since Sep 15, 2026 · FINRA
End-of-day close from stored market data, not a live quote.
Portfolio context
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Loading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
Smart money context
Holder IQ: MEDIUM
4 top institutions tracked
as of 2026-Q2 (filed 2026-09-18)
Last 13F trend: unchanged (light)
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Sentiment: bullish
Last trade: buy 43 days ago
Red flags: 0
Largest 13-F holders · Q2 2026
42 filers reported a long position in SWZ for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| CSS LLC/IL | $6.2M | 1M | +1.9% |
| BANK OF AMERICA CORP /DE/ | $5.2M | 867.4K | New |
| Matisse Capital | $3.6M | 609K | +49.5% |
| ICON ADVISERS INC/CO | $2.7M | 446.2K | -10.8% |
| Saba Capital Management, L.P. | $2.4M | 404.1K | Unchanged |
| Shaker Financial Services, LLC | $2.3M | 393.2K | +22% |
| Logan Stone Capital, LLC | $1.2M | 198.2K | +612.5% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1M | 168.6K | +91% |
| EVOLVE PRIVATE WEALTH, LLC | $826.8K | 139.2K | -4.9% |
| Yakira Capital Management, Inc. | $745.8K | 125.6K | Unchanged |
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