Wealth Enhancement Advisory Services
MSIF

Wealth Enhancement Advisory Services’s MSC Income Fund Inc MSIF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MSIF Stock Details MSIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,494
Closed -$220K – 3828
2025
Q3 		$220K Buy
+16,494
New +$245K ﹤0.01% 3048

Other funds holding MSIF

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CC
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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's MSIF Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of MSC Income Fund Inc (MSIF) in Q4 2025, closing a stake of 16,494 shares — an estimated $220K sold.

Wealth Enhancement Advisory Services first reported a position in MSIF in Q3 2025 and held it in 1 quarter. The position peaked at $220K in Q3 2025. 146 funds tracked by Wall St. Rank hold MSIF as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining MSC Income Fund Inc position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 16,494 MSC Income Fund Inc shares in Q4 2025, an estimated $220K.
  • Wealth Enhancement Advisory Services first reported a position in MSC Income Fund Inc in Q3 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's MSC Income Fund Inc position peaked at $220K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.