University of Wisconsin Foundation’s Pearl Diver Credit Co PDCC Stock Holding History

University of Wisconsin Foundation’s Portfolio PDCC Stock Details PDCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.5M	Hold	1,459,021	–	–	11.51%	3
2026 Q1	$15.3M	Hold	1,459,021	–	–	13.61%	1
2025 Q4	$20.3M	Hold	1,459,021	–	–	17.09%	2
2025 Q3	$24.1M	Hold	1,459,021	–	–	20.39%	1
2025 Q2	$26.2M	Sell	1,459,021 -200	-0%	-$3.58K	29.35%	1
2025 Q1	$27.6M	Hold	1,459,221	–	–	23.44%	2
2024 Q4	$29.8M	Hold	1,459,221	–	–	21.64%	2
2024 Q3	$29.2M	Buy	+1,459,221	New	+$28.9M	19.04%	3

Other funds holding PDCC

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

University of Wisconsin Foundation's PDCC Position: Q2 2026 in Review

University of Wisconsin Foundation held its Pearl Diver Credit Co (PDCC) position steady in Q2 2026 at 1,459,021 shares worth $14.5M. The position accounts for 11.51% of the portfolio, ranked #3.

University of Wisconsin Foundation first reported a position in PDCC in Q3 2024 and has held it in 8 quarters since. The position peaked at $29.8M in Q4 2024. 10 funds tracked by Wall St. Rank hold PDCC as of Q2 2026.

University of Wisconsin Foundation held 1,459,021 shares of Pearl Diver Credit Co worth $14.5M as of Q2 2026.
University of Wisconsin Foundation left its Pearl Diver Credit Co share count unchanged in Q2 2026.
Pearl Diver Credit Co made up 11.51% of University of Wisconsin Foundation's portfolio in Q2 2026, its #3 holding.
University of Wisconsin Foundation first reported a position in Pearl Diver Credit Co in Q3 2024 and has held it in 8 quarters since.
University of Wisconsin Foundation's Pearl Diver Credit Co position peaked at $29.8M in Q4 2024.
10 funds tracked by Wall St. Rank held Pearl Diver Credit Co as of Q2 2026.

Based on University of Wisconsin Foundation's 13F filing for Q2 2026, filed 14 Aug 2026.