Wealth Enhancement Advisory Services’s Nuveen Churchill Direct Lending NCDL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Buy	87,739 +398	+0.5%	+$5.3K	﹤0.01%	1989
2026 Q1	$1.14M	Sell	87,341 -48,780	-36%	-$655K	﹤0.01%	1712
2025 Q4	$1.85M	Sell	136,121 -8,785	-6%	-$125K	﹤0.01%	1556
2025 Q3	$1.98M	Sell	144,906 -13,430	-8%	-$215K	﹤0.01%	1446
2025 Q2	$2.64M	Sell	158,336 -184,437	-54%	-$2.92M	﹤0.01%	1220
2025 Q1	$5.82M	Buy	342,773 +268,968	+364%	+$4.62M	0.01%	774
2024 Q4	$1.24M	Buy	73,805 +26,103	+55%	+$447K	﹤0.01%	1434
2024 Q3	$831K	Buy	47,702 +21,611	+83%	+$378K	﹤0.01%	1501
2024 Q2	$454K	Buy	26,091 +8,705	+50%	+$153K	﹤0.01%	1705
2024 Q1	$314K	Buy	+17,386	New	+$302K	﹤0.01%	1893

Other funds holding NCDL

BOCH

Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services increased its Nuveen Churchill Direct Lending (NCDL) stake by 0.46% in Q2 2026, buying an estimated $5.3K and bringing the position to 87,739 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Wealth Enhancement Advisory Services first reported a position in NCDL in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.82M in Q1 2025. 68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

Wealth Enhancement Advisory Services held 87,739 shares of Nuveen Churchill Direct Lending worth $1.13M as of Q2 2026.
Wealth Enhancement Advisory Services bought 398 Nuveen Churchill Direct Lending shares in Q2 2026, an estimated $5.3K.
Nuveen Churchill Direct Lending made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1989 holding.
Wealth Enhancement Advisory Services first reported a position in Nuveen Churchill Direct Lending in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Nuveen Churchill Direct Lending position peaked at $5.82M in Q1 2025.
68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

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