Wealth Enhancement Advisory Services’s Golub Capital BDC GBDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$556K	Buy	43,021 +18,059	+72%	+$235K	﹤0.01%	2587
2026 Q1	$317K	Sell	24,962 -19,112	-43%	-$245K	﹤0.01%	2715
2025 Q4	$605K	Buy	44,074 +33,493	+317%	+$464K	﹤0.01%	2344
2025 Q3	$143K	Buy	+10,581	New	+$156K	﹤0.01%	3254
2024 Q1	–	Sell	-20,833	Closed	-$315K	–	2513
2023 Q4	$315K	Buy	+20,833	New	+$306K	﹤0.01%	1783

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services increased its Golub Capital BDC (GBDC) stake by 72% in Q2 2026, buying an estimated $235K and bringing the position to 43,021 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #2587.

Wealth Enhancement Advisory Services first reported a position in GBDC in Q4 2023 and has held it in 5 quarters since. The position peaked at $605K in Q4 2025. 316 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Wealth Enhancement Advisory Services held 43,021 shares of Golub Capital BDC worth $556K as of Q2 2026.
Wealth Enhancement Advisory Services bought 18,059 Golub Capital BDC shares in Q2 2026, an estimated $235K.
Golub Capital BDC made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2587 holding.
Wealth Enhancement Advisory Services first reported a position in Golub Capital BDC in Q4 2023 and has held it in 5 quarters since.
Wealth Enhancement Advisory Services's Golub Capital BDC position peaked at $605K in Q4 2025.
316 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

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