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Swiss Helvetia Fund shares owned by Watch Point Trust

Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Watch Point Trust from 13F filings

Historical chart of Watch Point Trust investment in Swiss Helvetia Fund

Tip: Access up to 7 years of quarterly data

All positions including Swiss Helvetia Fund held by Watch Point Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Swiss Helvetia Fund by Watch Point Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $261k 42k 6.22

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Top funds holding Swiss Helvetia Fund

Allspring Global Investments Holdings
CSS
Deschutes Portfolio Strategy
ICON Advisers
Rivernorth Capital Management
Saba Capital Management
Yakira Capital Management
Brooklyn Capital Management
Gardner Russo & Gardner
Shaker Financial Services
Uncommon Cents Investing
Noble Wealth Management PBC
Sit Investment Associates
Commonwealth Equity Services
Blue Bell Private Wealth Management

View all funds holding Swiss Helvetia Fund