Wealth Enhancement Advisory Services’s Oxford Lane Capital OXLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$159K	Buy	+17,393	New	+$168K	﹤0.01%	3672

Other funds holding OXLC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

EPCM

Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM

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

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

Wealth Enhancement Advisory Services opened a new position in Oxford Lane Capital (OXLC) in Q2 2026: 17,393 shares worth $159K. The stake represents ﹤0.01% of the portfolio and ranks #3672 among its holdings.

95 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

Wealth Enhancement Advisory Services held 17,393 shares of Oxford Lane Capital worth $159K as of Q2 2026.
Oxford Lane Capital was a new Wealth Enhancement Advisory Services position in Q2 2026.
Oxford Lane Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3672 holding.
95 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

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