WAP
MSIF

Wealthcare Advisory Partners’s MSC Income Fund Inc MSIF Stock Holding History

Wealthcare Advisory Partners’s Portfolio MSIF Stock Details MSIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$537K Sell
46,402
-9,100
-16% -$111K 0.01% 693
2026
Q1 		$676K Buy
55,502
+16,532
+42% +$214K 0.01% 611
2025
Q4 		$512K Buy
38,970
+15,519
+66% +$206K 0.01% 689
2025
Q3 		$308K Buy
+23,451
New +$349K 0.01% 844

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealthcare Advisory Partners's MSIF Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its MSC Income Fund Inc (MSIF) stake by 16% in Q2 2026, selling an estimated $111K and leaving 46,402 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #693.

Wealthcare Advisory Partners first reported a position in MSIF in Q3 2025 and has held it in 4 quarters since. The position peaked at $676K in Q1 2026. 32 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • Wealthcare Advisory Partners held 46,402 shares of MSC Income Fund Inc worth $537K as of Q2 2026.
  • Wealthcare Advisory Partners sold 9,100 MSC Income Fund Inc shares in Q2 2026, an estimated $111K.
  • MSC Income Fund Inc made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #693 holding.
  • Wealthcare Advisory Partners first reported a position in MSC Income Fund Inc in Q3 2025 and has held it in 4 quarters since.
  • Wealthcare Advisory Partners's MSC Income Fund Inc position peaked at $676K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.