Wealth Enhancement Advisory Services’s Barings BDC BBDC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BBDC Stock Details BBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$803K	Buy	93,664 +4,143	+5%	+$35.6K	﹤0.01%	2252
2026 Q1	$749K	Sell	89,521 -60,416	-40%	-$530K	﹤0.01%	2014
2025 Q4	$1.37M	Buy	149,937 +1,228	+0.8%	+$10.9K	﹤0.01%	1753
2025 Q3	$1.26M	Sell	148,709 -7,559	-5%	-$71.1K	﹤0.01%	1716
2025 Q2	$1.45M	Buy	156,268 +3,928	+3%	+$34.9K	﹤0.01%	1523
2025 Q1	$1.45M	Buy	152,340 +70,691	+87%	+$697K	﹤0.01%	1409
2024 Q4	$781K	Buy	81,649 +8,016	+11%	+$78.4K	﹤0.01%	1688
2024 Q3	$722K	Sell	73,633 -1,496	-2%	-$14.9K	﹤0.01%	1590
2024 Q2	$731K	Buy	+75,129	New	+$720K	﹤0.01%	1425

Other funds holding BBDC

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

Wealth Enhancement Advisory Services's BBDC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Barings BDC (BBDC) stake by 4.6% in Q2 2026, buying an estimated $35.6K and bringing the position to 93,664 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

Wealth Enhancement Advisory Services first reported a position in BBDC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.45M in Q1 2025. 203 funds tracked by Wall St. Rank hold BBDC as of Q2 2026.

Wealth Enhancement Advisory Services held 93,664 shares of Barings BDC worth $803K as of Q2 2026.
Wealth Enhancement Advisory Services bought 4,143 Barings BDC shares in Q2 2026, an estimated $35.6K.
Barings BDC made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2252 holding.
Wealth Enhancement Advisory Services first reported a position in Barings BDC in Q2 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's Barings BDC position peaked at $1.45M in Q1 2025.
203 funds tracked by Wall St. Rank held Barings BDC as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.