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WCG Wealth Advisors’s Ares Capital ARCC Stock Holding History

WCG Wealth Advisors’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97M Buy
106,532
+12
+0% +$224 0.05% 307
2026
Q1 		$1.92M Sell
106,520
-138
-0.1% -$2.67K 0.05% 276
2025
Q4 		$2.16M Sell
106,658
-478
-0.4% -$9.64K 0.06% 251
2025
Q3 		$2.19M Buy
107,136
+380
+0.4% +$8.45K 0.14% 148
2025
Q2 		$2.34M Buy
+106,756
New +$2.27M 0.15% 145
2025
Q1 		– Sell
-76,878
Closed -$1.68M – 287
2024
Q4 		$1.68M Sell
76,878
-1,378
-2% -$29.7K 0.11% 165
2024
Q3 		$1.64M Buy
78,256
+3,135
+4% +$65.1K 0.11% 172
2024
Q2 		$1.57M Sell
75,121
-200
-0.3% -$4.18K 0.12% 156
2024
Q1 		$1.57M Sell
75,321
-400
-0.5% -$8.1K 0.13% 143
2023
Q4 		$1.52M Buy
75,721
+500
+0.7% +$9.75K 0.11% 160
2023
Q3 		$1.47M Buy
+75,221
New +$1.46M 0.11% 159

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WCG Wealth Advisors's ARCC Position: Q2 2026 in Review

WCG Wealth Advisors increased its Ares Capital (ARCC) stake by 0.01% in Q2 2026, buying an estimated $224 and bringing the position to 106,532 shares worth $1.97M. The position accounts for 0.05% of the portfolio, ranked #307.

WCG Wealth Advisors first reported a position in ARCC in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.34M in Q2 2025. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • WCG Wealth Advisors held 106,532 shares of Ares Capital worth $1.97M as of Q2 2026.
  • WCG Wealth Advisors bought 12 Ares Capital shares in Q2 2026, an estimated $224.
  • Ares Capital made up 0.05% of WCG Wealth Advisors's portfolio in Q2 2026, its #307 holding.
  • WCG Wealth Advisors first reported a position in Ares Capital in Q3 2023 and has held it in 11 quarters since.
  • WCG Wealth Advisors's Ares Capital position peaked at $2.34M in Q2 2025.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.