Wealth Enhancement Advisory Services
FSSL

Wealth Enhancement Advisory Services’s FS Specialty Lending Fund FSSL Stock Holding History

Wealth Enhancement Advisory Services’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 		$830K Buy
74,303
+3,025
+4% +$35.7K ﹤0.01% 2221
2026
Q1 		$882K Sell
71,278
-35,418
-33% -$462K ﹤0.01% 1893
2025
Q4 		$1.49M Buy
+106,696
New +$1.46M ﹤0.01% 1697

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
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return
PCM
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

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

Wealth Enhancement Advisory Services increased its FS Specialty Lending Fund (FSSL) stake by 4.2% in Q2 2026, buying an estimated $35.7K and bringing the position to 74,303 shares worth $830K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Wealth Enhancement Advisory Services first reported a position in FSSL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.49M in Q4 2025. 258 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 74,303 shares of FS Specialty Lending Fund worth $830K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,025 FS Specialty Lending Fund shares in Q2 2026, an estimated $35.7K.
  • FS Specialty Lending Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2221 holding.
  • Wealth Enhancement Advisory Services first reported a position in FS Specialty Lending Fund in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's FS Specialty Lending Fund position peaked at $1.49M in Q4 2025.
  • 258 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

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