IWC
OXLC

Integrated Wealth Concepts’s Oxford Lane Capital OXLC Stock Holding History

Integrated Wealth Concepts’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,948
Closed -$270K – 1926
2025
Q3 		$270K Buy
15,948
+9,948
+166% +$182K ﹤0.01% 1687
2025
Q2 		$126K Sell
6,000
-227
-4% -$5.1K ﹤0.01% 1812
2025
Q1 		$147K Buy
6,227
+2,574
+70% +$64K ﹤0.01% 1654
2024
Q4 		$92.6K Buy
+3,653
New +$95.7K ﹤0.01% 1659

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Integrated Wealth Concepts's OXLC Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Oxford Lane Capital (OXLC) in Q4 2025, closing a stake of 15,948 shares — an estimated $270K sold.

Integrated Wealth Concepts first reported a position in OXLC in Q4 2024 and held it in 4 quarters. The position peaked at $270K in Q3 2025. 112 funds tracked by Wall St. Rank hold OXLC as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Oxford Lane Capital position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 15,948 Oxford Lane Capital shares in Q4 2025, an estimated $270K.
  • Integrated Wealth Concepts first reported a position in Oxford Lane Capital in Q4 2024 and held it in 4 quarters.
  • Integrated Wealth Concepts's Oxford Lane Capital position peaked at $270K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.