Wealth Enhancement Advisory Services
MRCC

Wealth Enhancement Advisory Services’s Monroe Capital Corp MRCC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,000
Closed -$64.6K – 3653
2025
Q2 		$64.6K Sell
10,000
-821
-8% -$5.5K ﹤0.01% 3199
2025
Q1 		$84.4K Buy
+10,821
New +$90.2K ﹤0.01% 2793
2024
Q2 		– Sell
-11,490
Closed -$82.7K – 2670
2024
Q1 		$82.7K Buy
+11,490
New +$83.3K ﹤0.01% 2311
2023
Q4 		– Sell
-10,403
Closed -$77.5K – 2402
2023
Q3 		$77.5K Buy
+10,403
New +$82.2K ﹤0.01% 2127

Other funds holding MRCC

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealth Enhancement Advisory Services's MRCC Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Monroe Capital Corp (MRCC) in Q3 2025, closing a stake of 10,000 shares — an estimated $64.6K sold.

Wealth Enhancement Advisory Services first reported a position in MRCC in Q3 2023 and held it in 4 quarters. The position peaked at $84.4K in Q1 2025. 84 funds tracked by Wall St. Rank hold MRCC as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Monroe Capital Corp position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,000 Monroe Capital Corp shares in Q3 2025, an estimated $64.6K.
  • Wealth Enhancement Advisory Services first reported a position in Monroe Capital Corp in Q3 2023 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Monroe Capital Corp position peaked at $84.4K in Q1 2025.
  • 84 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.