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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
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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WCG Wealth Advisors's ARCC Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Ares Capital (ARCC) stake by 0.13% in Q1 2026, selling an estimated $2.67K and leaving 106,520 shares worth $1.92M. The position accounts for 0.05% of the portfolio, ranked #276.

WCG Wealth Advisors first reported a position in ARCC in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.34M in Q2 2025. 806 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • WCG Wealth Advisors held 106,520 shares of Ares Capital worth $1.92M as of Q1 2026.
  • WCG Wealth Advisors sold 138 Ares Capital shares in Q1 2026, an estimated $2.67K.
  • Ares Capital made up 0.05% of WCG Wealth Advisors's portfolio in Q1 2026, its #276 holding.
  • WCG Wealth Advisors first reported a position in Ares Capital in Q3 2023 and has held it in 10 quarters since.
  • WCG Wealth Advisors's Ares Capital position peaked at $2.34M in Q2 2025.
  • 806 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.