WA
OXLC

Waverly Advisors’s Oxford Lane Capital OXLC Stock Holding History

Waverly Advisors’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
Q3 		– Sell
-2,953
Closed -$62K – 1314
2025
Q2 		$62K Buy
2,953
+1
+0% +$22 ﹤0.01% 1174
2025
Q1 		$69.7K Buy
2,952
+7
+0.2% +$174 ﹤0.01% 1099
2024
Q4 		$74.7K Buy
+2,945
New +$77.1K ﹤0.01% 972

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
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
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Waverly Advisors's OXLC Position: Q3 2025 in Review

Waverly Advisors sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 2,953 shares — an estimated $62K sold.

Waverly Advisors first reported a position in OXLC in Q4 2024 and held it in 3 quarters. The position peaked at $74.7K in Q4 2024. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • Waverly Advisors reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • Waverly Advisors sold 2,953 Oxford Lane Capital shares in Q3 2025, an estimated $62K.
  • Waverly Advisors first reported a position in Oxford Lane Capital in Q4 2024 and held it in 3 quarters.
  • Waverly Advisors's Oxford Lane Capital position peaked at $74.7K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on Waverly Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.