WIM
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WealthPlan Investment Management’s Ares Capital ARCC Stock Holding History

WealthPlan Investment Management’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$469K Sell
25,320
-726
-3% -$13.6K 0.02% 330
2026
Q1 		$469K Sell
26,046
-15,397
-37% -$298K 0.03% 311
2025
Q4 		$838K Sell
41,443
-19,817
-32% -$400K 0.05% 211
2025
Q3 		$1.25M Sell
61,260
-1,016
-2% -$22.6K 0.08% 165
2025
Q2 		$1.37M Buy
62,276
+19,698
+46% +$419K 0.1% 158
2025
Q1 		$944K Buy
42,578
+1,809
+4% +$41.1K 0.09% 134
2024
Q4 		$892K Sell
40,769
-12,593
-24% -$272K 0.09% 134
2024
Q3 		$1.12M Buy
53,362
+1,614
+3% +$33.5K 0.11% 122
2024
Q2 		$1.08M Buy
51,748
+2,754
+6% +$57.5K 0.16% 95
2024
Q1 		$1.02M Sell
48,994
-1,545
-3% -$31.3K 0.16% 97
2023
Q4 		$1.01M Buy
50,539
+3,262
+7% +$63.6K 0.16% 99
2023
Q3 		$920K Buy
47,277
+32,987
+231% +$640K 0.16% 94
2023
Q2 		$269K Sell
14,290
-27,936
-66% -$516K 0.08% 119
2023
Q1 		$771K Sell
42,226
-20,741
-33% -$392K 0.13% 99
2022
Q4 		$1.24M Sell
62,967
-31,043
-33% -$583K 0.09% 164
2022
Q3 		$1.76M Buy
+94,010
New +$1.82M 0.13% 120
2022
Q1 		$1.73M Buy
+85,349
New +$1.82M 0.12% 127

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPlan Investment Management's ARCC Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Ares Capital (ARCC) stake by 2.8% in Q2 2026, selling an estimated $13.6K and leaving 25,320 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #330.

WealthPlan Investment Management first reported a position in ARCC in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.76M in Q3 2022. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • WealthPlan Investment Management held 25,320 shares of Ares Capital worth $469K as of Q2 2026.
  • WealthPlan Investment Management sold 726 Ares Capital shares in Q2 2026, an estimated $13.6K.
  • Ares Capital made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #330 holding.
  • WealthPlan Investment Management first reported a position in Ares Capital in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Ares Capital position peaked at $1.76M in Q3 2022.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.