Wealth Enhancement Advisory Services’s Blue Owl Capital OBDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$497K	Buy	45,389 +1,925	+4%	+$21.5K	﹤0.01%	2694
2026 Q1	$472K	Sell	43,464 -30,876	-42%	-$362K	﹤0.01%	2363
2025 Q4	$929K	Sell	74,340 -13,924	-16%	-$177K	﹤0.01%	2009
2025 Q3	$1.11M	Buy	88,264 +26,083	+42%	+$371K	﹤0.01%	1784
2025 Q2	$910K	Buy	62,181 +9,204	+17%	+$131K	﹤0.01%	1813
2025 Q1	$777K	Buy	52,977 +6,350	+14%	+$95.4K	﹤0.01%	1753
2024 Q4	$705K	Buy	46,627 +7,522	+19%	+$113K	﹤0.01%	1748
2024 Q3	$570K	Buy	39,105 +10,298	+36%	+$155K	﹤0.01%	1743
2024 Q2	$442K	Sell	28,807 -22,352	-44%	-$357K	﹤0.01%	1724
2024 Q1	$787K	Buy	+51,159	New	+$769K	﹤0.01%	1346

Other funds holding OBDC

SIS

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

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

GBI

GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Blue Owl Capital (OBDC) stake by 4.4% in Q2 2026, buying an estimated $21.5K and bringing the position to 45,389 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #2694.

Wealth Enhancement Advisory Services first reported a position in OBDC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q3 2025. 74 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Wealth Enhancement Advisory Services held 45,389 shares of Blue Owl Capital worth $497K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,925 Blue Owl Capital shares in Q2 2026, an estimated $21.5K.
Blue Owl Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2694 holding.
Wealth Enhancement Advisory Services first reported a position in Blue Owl Capital in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Blue Owl Capital position peaked at $1.11M in Q3 2025.
74 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

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