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Karpus Management, Inc.: XWIAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Karpus Management, Inc. on XWIAX, newest first. How the timeline and the estimate are built.

Karpus Management, Inc. held 8,648,798 XWIAX shares at 2026-06-30 per its 13F-HR filed 2026-08-14, and reported 8,894,690 shares, 38.14%, in a 13D/A filed 2026-10-01.

Estimated current stake: 8,894,690 shares, 38.14% of the class

Estimated from 13D/A of 2026-10-01. As of 2026-09-29, 13D/A 0001072613-26-000808.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. event date2026-09-29
    13D/A 8,894,690 shares
    Share basis changed not comparable

    38.14% of the class. Different basis (group aggregate from 13D/A).

    13D/A 0001072613-26-000808 filed by Karpus Management, Inc.
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

  2. period ended2026-06-30
    13F 8,648,798 shares
    Change vs previous 13F +302,388 shares

    2.02% of the 13F portfolio, value $70,314,726.

    13F-HR 0001072613-26-000683 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 8,346,410 shares
    Change vs previous 13F +202,814 shares

    2.1% of the 13F portfolio, value $67,438,990.

    13F-HR 0001072613-26-000439 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F/A 8,143,596 shares
    Change vs previous 13F +296,660 shares

    2.07% of the 13F portfolio, value $67,347,538.

    13F-HR/A 0001072613-26-000189 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 7,846,936 shares
    Change vs previous 13F -230,342 shares

    2.09% of the 13F portfolio, value $66,071,203.

    13F-HR 0001072613-25-000825 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 8,077,278 shares
    Change vs previous 13F +271,923 shares

    2.19% of the 13F portfolio, value $67,849,137.

    13F-HR 0001072613-25-000614 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 7,805,355 shares
    Change vs previous 13F +62,285 shares

    2.11% of the 13F portfolio, value $65,135,683.

    13F-HR 0001072613-25-000398 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 7,743,070 shares
    Change vs previous 13F +93,722 shares

    1.83% of the 13F portfolio, value $61,944,560.

    13F-HR 0001072613-25-000115 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  9. period ended2024-09-30
    13F 7,649,348 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $65,401,925.

    13F-HR 0001072613-24-000832 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).