Wealthfront Advisers
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Wealthfront Advisers’s Blue Owl Capital OBDC Stock Holding History

Wealthfront Advisers’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 		$188K Buy
17,296
+3,629
+27% +$40.6K ﹤0.01% 1079
2026
Q1 		$151K Sell
13,667
-15,223
-53% -$179K ﹤0.01% 1043
2025
Q4 		$359K Sell
28,890
-75
-0.3% -$954 ﹤0.01% 888
2025
Q3 		$370K Buy
28,965
+6,067
+26% +$86.4K ﹤0.01% 864
2025
Q2 		$328K Buy
+22,898
New +$325K ﹤0.01% 853

Other funds holding OBDC

SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM

Wealthfront Advisers's OBDC Position: Q2 2026 in Review

Wealthfront Advisers increased its Blue Owl Capital (OBDC) stake by 27% in Q2 2026, buying an estimated $40.6K and bringing the position to 17,296 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Wealthfront Advisers first reported a position in OBDC in Q2 2025 and has held it in 5 quarters since. The position peaked at $370K in Q3 2025. 296 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Wealthfront Advisers held 17,296 shares of Blue Owl Capital worth $188K as of Q2 2026.
  • Wealthfront Advisers bought 3,629 Blue Owl Capital shares in Q2 2026, an estimated $40.6K.
  • Blue Owl Capital made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #1079 holding.
  • Wealthfront Advisers first reported a position in Blue Owl Capital in Q2 2025 and has held it in 5 quarters since.
  • Wealthfront Advisers's Blue Owl Capital position peaked at $370K in Q3 2025.
  • 296 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.