Independent Financial Group’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

Independent Financial Group’s Portfolio WMC Stock Details WMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9,347	Closed	-$113K	–	793
2022 Q2	$113K	Buy	9,347 +52	+0.6%	+$703	0.01%	674
2022 Q1	$159K	Buy	9,295 +56	+0.6%	+$1.09K	0.01%	741
2021 Q4	$195K	Sell	9,239 -614	-6%	-$14.6K	0.02%	738
2021 Q3	$257K	Sell	9,853 -376	-4%	-$10.7K	0.03%	579
2021 Q2	$332K	Buy	10,229 +38	+0.4%	+$1.26K	0.04%	503
2021 Q1	$325K	Sell	10,191 -68	-0.7%	-$2.15K	0.04%	444
2020 Q4	$334K	Buy	10,259 +277	+3%	+$7.49K	0.05%	399
2020 Q3	$204K	Sell	9,982 -1,735	-15%	-$38.4K	0.04%	455
2020 Q2	$321K	Buy	11,717 +2,342	+25%	+$60K	0.07%	303
2020 Q1	$215K	Buy	+9,375	New	+$852K	0.06%	320

Other funds holding WMC

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Independent Financial Group's WMC Position: Q3 2022 in Review

Independent Financial Group sold out of Western Asset Mortgage Capital Corporation (WMC) in Q3 2022, closing a stake of 9,347 shares — an estimated $113K sold.

Independent Financial Group first reported a position in WMC in Q1 2020 and held it in 10 quarters. The position peaked at $334K in Q4 2020. 26 funds tracked by Wall St. Rank hold WMC as of Q3 2022.

Independent Financial Group reported no remaining Western Asset Mortgage Capital Corporation position as of Q3 2022 after selling out during the quarter.
Independent Financial Group sold 9,347 Western Asset Mortgage Capital Corporation shares in Q3 2022, an estimated $113K.
Independent Financial Group first reported a position in Western Asset Mortgage Capital Corporation in Q1 2020 and held it in 10 quarters.
Independent Financial Group's Western Asset Mortgage Capital Corporation position peaked at $334K in Q4 2020.
26 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q3 2022.

Based on Independent Financial Group's 13F filing for Q3 2022, filed 15 Jun 2026.