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Wealth Enhancement Trust Services’s Golub Capital BDC GBDC Stock Holding History

Wealth Enhancement Trust Services’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.91K Hold
614
– – ﹤0.01% 765
2026
Q1 		$7.77K Hold
614
– – ﹤0.01% 604
2025
Q4 		$8.33K Buy
+614
New +$8.5K ﹤0.01% 581

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SIS
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
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AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Wealth Enhancement Trust Services's GBDC Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its Golub Capital BDC (GBDC) position steady in Q2 2026 at 614 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Wealth Enhancement Trust Services first reported a position in GBDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.33K in Q4 2025. 254 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Wealth Enhancement Trust Services held 614 shares of Golub Capital BDC worth $7.91K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Golub Capital BDC share count unchanged in Q2 2026.
  • Golub Capital BDC made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #765 holding.
  • Wealth Enhancement Trust Services first reported a position in Golub Capital BDC in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Golub Capital BDC position peaked at $8.33K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

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