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Walled Lake Planning & Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-22,271
Closed -$267K – 140
2025
Q3 		$267K Hold
22,271
– – 0.09% 117
2025
Q2 		$281K Hold
22,271
– – 0.09% 109
2025
Q1 		$286K Hold
22,271
– – 0.1% 103
2024
Q4 		$300K Hold
22,271
– – 0.11% 109
2024
Q3 		$298K Buy
+22,271
New +$315K 0.11% 99

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Walled Lake Planning & Wealth Management's MFIC Position: Q4 2025 in Review

Walled Lake Planning & Wealth Management sold out of MidCap Financial Investment (MFIC) in Q4 2025, closing a stake of 22,271 shares — an estimated $267K sold.

Walled Lake Planning & Wealth Management first reported a position in MFIC in Q3 2024 and held it in 5 quarters. The position peaked at $300K in Q4 2024. 192 funds tracked by Wall St. Rank hold MFIC as of Q4 2025.

  • Walled Lake Planning & Wealth Management reported no remaining MidCap Financial Investment position as of Q4 2025 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 22,271 MidCap Financial Investment shares in Q4 2025, an estimated $267K.
  • Walled Lake Planning & Wealth Management first reported a position in MidCap Financial Investment in Q3 2024 and held it in 5 quarters.
  • Walled Lake Planning & Wealth Management's MidCap Financial Investment position peaked at $300K in Q4 2024.
  • 192 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.