MXE on NYSE

MEXICO EQUITY & INCOME FUND INC

Fund registered in the United States, based in Mexico City, active since 1990.

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Last updated Oct 18, 2026.

Overview

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  • TickerMXE on NYSE
  • HeadquartersMexico City, Mexico
  • Incorporated inMD2
  • Business addressUltimus Fund Solutions, 225 Pictoria Drive, Suite 450, Cincinnati, Oh 452462

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Leadership

Who has led MEXICO EQUITY & INCOME FUND INC, and when. Pick a name to see everywhere that person has worked.

President

  1. Maria Eugenia Pichardo2012
2010201520202025
Board members and other officers (8)

Timeline

  1. May 24, 1990Founded MEXICO EQUITY & INCOME FUND INC is founded11

Filings

79 filings to the SEC since October 2021: 7 insider forms, 14 large holders, 58 other. The latest 20:

  1. Oct 15, 20264 PRIMARY DOCUMENT EDGAR
  2. Oct 9, 2026N-CEN EDGAR
  3. Oct 6, 2026N-CSR CERTIFIED ANNUAL SHAREHOLDER REPORT EDGAR
  4. Sep 29, 2026NPORT-P EDGAR
  5. Aug 21, 2026N-PX EDGAR
  6. Jun 29, 2026NPORT-P EDGAR
  7. May 15, 2026SCHEDULE 13G/A EDGAR
  8. Apr 6, 2026N-CSRS CERTIFIED SEMI-ANNUAL SHAREHOLDER REPORT EDGAR
  9. Apr 1, 20263 EDGAR
  10. Mar 26, 2026NPORT-P EDGAR
  11. Feb 13, 2026SCHEDULE 13G/A EDGAR
  12. Jan 8, 2026SCHEDULE 13G/A EDGAR
  13. Dec 23, 2025NPORT-P EDGAR
  14. Nov 4, 2025DEF 14A DEFINITIVE PROXY STATEMENT EDGAR
  15. Oct 9, 2025N-CEN EDGAR
  16. Oct 7, 2025N-CSR CERTIFIED ANNUAL SHAREHOLDER REPORT EDGAR
  17. Sep 24, 202540-17G FIDELITY BOND EDGAR
  18. Sep 12, 2025NPORT-P EDGAR
  19. Aug 27, 2025N-PX EDGAR
  20. Aug 19, 2025SCHEDULE 13G/A EDGAR

The 79 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last three years, summarized. The full record is on SEC EDGAR.

Insider trades and holders

Large holders

Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 14 such filings since October 2021, the latest 10:

  1. May 15, 2026SCHEDULE 13G/A
  2. Feb 13, 2026SCHEDULE 13G/A
  3. Jan 8, 2026SCHEDULE 13G/A
  4. Aug 19, 2025SCHEDULE 13G/A
  5. Aug 7, 2025SCHEDULE 13G/A
  6. Feb 7, 2025SCHEDULE 13G/A
  7. Nov 14, 2024SC 13G/A
  8. Nov 12, 2024SCHEDULE 13G
  9. Feb 9, 2024SC 13G/A
  10. Feb 13, 2023SC 13G/A

From Forms 4 and Schedules 13D and 13G filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
City Of London Investment Management Co Ltd1,239,787$16.1M1.0%+11,821
Css Llc/il291,255$3.8M0.3%−742
Matisse Capital237,827$3.1M1.2%No change
Saba Capital Management, L.P.112,415$1.5M0.0%No change
Bulldog Investors, LLP101,158$1.3M0.3%No change
Atlas Wealth LLC74,565$969.8K0.1%New
Blue Bell Private Wealth Management, LLC70,918$922.4K0.1%+47
Shaker Financial Services, LLC69,997$910.4K0.3%−5,516
Morgan Stanley29,146$379.1K0.0%−6,906
Lazard Asset Management LLC27,375$356.1K0.0%−2,320
Susquehanna International Group, Llp19,335$251.5K0.0%−4,857
Wolverine Asset Management LLC10,933$142.2K0.0%+10,539
Winmill & Co. Inc6,000$78.0K0.0%No change
Osaic Holdings, Inc.2,487$32.4K0.0%+1,926
Signaturefd, LLC2,488$32.4K0.0%No change
Eastern Bank1,261$16.4K0.0%No change
Thomas J. Herzfeld Advisors, Inc.1,103$14.3K0.0%+533
UBS Group AG1,017$13.2K0.0%+134
Huntington National Bank1$130.0%No change
Wells Fargo & Company/mn1$130.0%No change

13F reports cover disclosed long positions in U.S. stocks only.

Sources

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