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WCG Wealth Advisors’s FS Specialty Lending Fund FSSL Stock Holding History

WCG Wealth Advisors’s Portfolio FSSL Stock Details FSSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-19,595
Closed -$245K – 591
2026
Q1 		$245K Sell
19,595
-14,534
-43% -$189K 0.01% 511
2025
Q4 		$483K Buy
+34,129
New +$467K 0.01% 449

Other funds holding FSSL

Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Oak Hill Advisors
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GCM Grosvenor Holdings
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

WCG Wealth Advisors sold out of FS Specialty Lending Fund (FSSL) in Q2 2026, closing a stake of 19,595 shares — an estimated $245K sold.

WCG Wealth Advisors first reported a position in FSSL in Q4 2025 and held it in 2 quarters. The position peaked at $483K in Q4 2025. 259 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • WCG Wealth Advisors reported no remaining FS Specialty Lending Fund position as of Q2 2026 after selling out during the quarter.
  • WCG Wealth Advisors sold 19,595 FS Specialty Lending Fund shares in Q2 2026, an estimated $245K.
  • WCG Wealth Advisors first reported a position in FS Specialty Lending Fund in Q4 2025 and held it in 2 quarters.
  • WCG Wealth Advisors's FS Specialty Lending Fund position peaked at $483K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

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