Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s New Mountain Finance NMFC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20,061
Closed -$187K – 3753
2025
Q3 		$187K Sell
20,061
-20,584
-51% -$214K ﹤0.01% 3163
2025
Q2 		$435K Buy
40,645
+408
+1% +$4.21K ﹤0.01% 2324
2025
Q1 		$444K Buy
40,237
+7,361
+22% +$83.9K ﹤0.01% 2147
2024
Q4 		$370K Buy
32,876
+405
+1% +$4.67K ﹤0.01% 2206
2024
Q3 		$389K Buy
32,471
+10,881
+50% +$133K ﹤0.01% 1997
2024
Q2 		$264K Buy
21,590
+5,950
+38% +$74.6K ﹤0.01% 2071
2024
Q1 		$198K Buy
15,640
+210
+1% +$2.67K ﹤0.01% 2205
2023
Q4 		$196K Buy
15,430
+1,525
+11% +$19.4K ﹤0.01% 2093
2023
Q3 		$180K Buy
+13,905
New +$177K ﹤0.01% 2025

Other funds holding NMFC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of New Mountain Finance (NMFC) in Q4 2025, closing a stake of 20,061 shares — an estimated $187K sold.

Wealth Enhancement Advisory Services first reported a position in NMFC in Q3 2023 and held it in 9 quarters. The position peaked at $444K in Q1 2025. 170 funds tracked by Wall St. Rank hold NMFC as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining New Mountain Finance position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 20,061 New Mountain Finance shares in Q4 2025, an estimated $187K.
  • Wealth Enhancement Advisory Services first reported a position in New Mountain Finance in Q3 2023 and held it in 9 quarters.
  • Wealth Enhancement Advisory Services's New Mountain Finance position peaked at $444K in Q1 2025.
  • 170 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2025.

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