Wealth Enhancement Advisory Services
TCPC icon

Wealth Enhancement Advisory Services’s BlackRock TCP Capital TCPC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TCPC Stock Details TCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,656
Closed -$68.1K – 3792
2025
Q3 		$68.1K Hold
11,656
– – ﹤0.01% 3391
2025
Q2 		$91.3K Buy
11,656
+1,352
+13% +$9.93K ﹤0.01% 3152
2025
Q1 		$82.5K Buy
+10,304
New +$89.3K ﹤0.01% 2797

Other funds holding TCPC

NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of BlackRock TCP Capital (TCPC) in Q4 2025, closing a stake of 11,656 shares — an estimated $68.1K sold.

Wealth Enhancement Advisory Services first reported a position in TCPC in Q1 2025 and held it in 3 quarters. The position peaked at $91.3K in Q2 2025. 127 funds tracked by Wall St. Rank hold TCPC as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining BlackRock TCP Capital position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,656 BlackRock TCP Capital shares in Q4 2025, an estimated $68.1K.
  • Wealth Enhancement Advisory Services first reported a position in BlackRock TCP Capital in Q1 2025 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's BlackRock TCP Capital position peaked at $91.3K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q4 2025.

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