UOWF
PDCC

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
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 $14.6B AUM 40.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

University of Wisconsin Foundation's PDCC Position: Q1 2026 in Review

University of Wisconsin Foundation held its Pearl Diver Credit Co (PDCC) position steady in Q1 2026 at 1,459,021 shares worth $15.3M. The position accounts for 13.61% of the portfolio, ranked #1.

University of Wisconsin Foundation first reported a position in PDCC in Q3 2024 and has held it in 7 quarters since. The position peaked at $29.8M in Q4 2024. 10 funds tracked by Wall St. Rank hold PDCC as of Q1 2026.

  • University of Wisconsin Foundation held 1,459,021 shares of Pearl Diver Credit Co worth $15.3M as of Q1 2026.
  • University of Wisconsin Foundation left its Pearl Diver Credit Co share count unchanged in Q1 2026.
  • Pearl Diver Credit Co made up 13.61% of University of Wisconsin Foundation's portfolio in Q1 2026, its #1 holding.
  • University of Wisconsin Foundation first reported a position in Pearl Diver Credit Co in Q3 2024 and has held it in 7 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 Q1 2026.

Based on University of Wisconsin Foundation's 13F filing for Q1 2026, filed 14 May 2026.