WCFA
CCIF

Walkner Condon Financial Advisors’s Carlyle Credit Income Fund CCIF Stock Holding History

Walkner Condon Financial Advisors’s Portfolio CCIF Stock Details CCIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,633
Closed -$67.7K – 311
2025
Q3 		$67.7K Buy
11,633
+617
+6% +$3.6K 0.01% 298
2025
Q2 		$71.4K Buy
11,016
+515
+5% +$3.39K 0.01% 276
2025
Q1 		$71K Buy
10,501
+433
+4% +$3.32K 0.01% 266
2024
Q4 		$79.9K Buy
+10,068
New +$82.5K 0.02% 279

Other funds holding CCIF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return

Walkner Condon Financial Advisors's CCIF Position: Q4 2025 in Review

Walkner Condon Financial Advisors sold out of Carlyle Credit Income Fund (CCIF) in Q4 2025, closing a stake of 11,633 shares — an estimated $67.7K sold.

Walkner Condon Financial Advisors first reported a position in CCIF in Q4 2024 and held it in 4 quarters. The position peaked at $79.9K in Q4 2024. 37 funds tracked by Wall St. Rank hold CCIF as of Q4 2025.

  • Walkner Condon Financial Advisors reported no remaining Carlyle Credit Income Fund position as of Q4 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 11,633 Carlyle Credit Income Fund shares in Q4 2025, an estimated $67.7K.
  • Walkner Condon Financial Advisors first reported a position in Carlyle Credit Income Fund in Q4 2024 and held it in 4 quarters.
  • Walkner Condon Financial Advisors's Carlyle Credit Income Fund position peaked at $79.9K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held Carlyle Credit Income Fund as of Q4 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.