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Wealth Alliance’s VanEck BDC Income ETF BIZD Stock Holding History

Wealth Alliance’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.69M Buy
133,174
+6,957
+6% +$88.1K 0.14% 132
2026
Q1 		$1.62M Buy
126,217
+24,443
+24% +$329K 0.16% 123
2025
Q4 		$1.44M Buy
101,774
+4,723
+5% +$67.7K 0.14% 136
2025
Q3 		$1.45M Buy
97,051
+55,360
+133% +$885K 0.15% 133
2025
Q2 		$679K Buy
41,691
+1,752
+4% +$27.4K 0.08% 234
2025
Q1 		$669K Sell
39,939
-3,517
-8% -$60.1K 0.08% 223
2024
Q4 		$723K Sell
43,456
-1,114
-2% -$18.4K 0.09% 203
2024
Q3 		$738K Buy
44,570
+7,534
+20% +$124K 0.09% 202
2024
Q2 		$634K Sell
37,036
-4,512
-11% -$75.9K 0.08% 219
2024
Q1 		$702K Sell
41,548
-792
-2% -$12.9K 0.09% 207
2023
Q4 		$679K Sell
42,340
-750
-2% -$11.7K 0.1% 208
2023
Q3 		$691K Buy
43,090
+2,896
+7% +$45.3K 0.11% 187
2023
Q2 		$617K Buy
40,194
+3,367
+9% +$49.3K 0.09% 219
2023
Q1 		$546K Sell
36,827
-1,516
-4% -$22.8K 0.09% 227
2022
Q4 		$543K Buy
38,343
+9,021
+31% +$132K 0.1% 223
2022
Q3 		$398K Buy
29,322
+189
+0.6% +$2.95K 0.08% 257
2022
Q2 		$440K Buy
29,133
+1,667
+6% +$27.3K 0.08% 234
2022
Q1 		$492K Buy
+27,466
New +$482K 0.1% 218

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Wealth Alliance's BIZD Position: Q2 2026 in Review

Wealth Alliance increased its VanEck BDC Income ETF (BIZD) stake by 5.5% in Q2 2026, buying an estimated $88.1K and bringing the position to 133,174 shares worth $1.69M. The position accounts for 0.14% of the portfolio, ranked #132.

Wealth Alliance first reported a position in BIZD in Q1 2022 and has held it in 18 quarters since. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Wealth Alliance held 133,174 shares of VanEck BDC Income ETF worth $1.69M as of Q2 2026.
  • Wealth Alliance bought 6,957 VanEck BDC Income ETF shares in Q2 2026, an estimated $88.1K.
  • VanEck BDC Income ETF made up 0.14% of Wealth Alliance's portfolio in Q2 2026, its #132 holding.
  • Wealth Alliance first reported a position in VanEck BDC Income ETF in Q1 2022 and has held it in 18 quarters since.
  • 268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.