WE
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Wealth Effects’s FS KKR Capital FSK Stock Holding History

Wealth Effects’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,100
Closed -$240K – 221
2025
Q3 		$240K Buy
16,100
+200
+1% +$3.79K 0.08% 182
2025
Q2 		$330K Sell
15,900
-2,350
-13% -$47.9K 0.12% 137
2025
Q1 		$382K Sell
18,250
-5,610
-24% -$125K 0.16% 118
2024
Q4 		$518K Buy
23,860
+320
+1% +$6.71K 0.18% 107
2024
Q3 		$464K Sell
23,540
-13,610
-37% -$270K 0.16% 114
2024
Q2 		$733K Buy
37,150
+350
+1% +$6.88K 0.27% 75
2024
Q1 		$702K Sell
36,800
-650
-2% -$12.9K 0.26% 81
2023
Q4 		$748K Buy
37,450
+50
+0.1% +$982 0.28% 82
2023
Q3 		$736K Buy
37,400
+1,800
+5% +$36K 0.36% 63
2023
Q2 		$683K Buy
35,600
+3,400
+11% +$64.3K 0.3% 71
2023
Q1 		$596K Buy
32,200
+5,175
+19% +$98.1K 0.31% 74
2022
Q4 		$473K Buy
27,025
+625
+2% +$11.6K 0.27% 86
2022
Q3 		$447K Buy
+26,400
New +$551K 0.27% 86

Other funds holding FSK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
DCP
Diameter Capital Partners New York $522M AUM 152.29% 1-Year Est. Return