WIM
MSIF

WealthPlan Investment Management’s MSC Income Fund Inc MSIF Stock Holding History

WealthPlan Investment Management’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
Q1 		$142K Sell
11,677
-460
-4% -$5.95K 0.01% 453
2025
Q4 		$159K Buy
+12,137
New +$161K 0.01% 371

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WealthPlan Investment Management's MSIF Position: Q1 2026 in Review

WealthPlan Investment Management reduced its MSC Income Fund Inc (MSIF) stake by 3.8% in Q1 2026, selling an estimated $5.95K and leaving 11,677 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #453.

WealthPlan Investment Management first reported a position in MSIF in Q4 2025 and has held it in 2 quarters since. The position peaked at $159K in Q4 2025. 159 funds tracked by Wall St. Rank hold MSIF as of Q1 2026.

  • WealthPlan Investment Management held 11,677 shares of MSC Income Fund Inc worth $142K as of Q1 2026.
  • WealthPlan Investment Management sold 460 MSC Income Fund Inc shares in Q1 2026, an estimated $5.95K.
  • MSC Income Fund Inc made up 0.01% of WealthPlan Investment Management's portfolio in Q1 2026, its #453 holding.
  • WealthPlan Investment Management first reported a position in MSC Income Fund Inc in Q4 2025 and has held it in 2 quarters since.
  • WealthPlan Investment Management's MSC Income Fund Inc position peaked at $159K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.