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Wealthspire Advisors (New York)’s MidCap Financial Investment MFIC Stock Holding History

Wealthspire Advisors (New York)’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,335
Closed -$124K – 2137
2025
Q3 		$124K Buy
10,335
+317
+3% +$4.04K ﹤0.01% 941
2025
Q2 		$126K Buy
+10,018
New +$123K ﹤0.01% 815

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

Wealthspire Advisors (New York)'s MFIC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of MidCap Financial Investment (MFIC) in Q4 2025, closing a stake of 10,335 shares — an estimated $124K sold.

Wealthspire Advisors (New York) first reported a position in MFIC in Q2 2025 and held it in 2 quarters. The position peaked at $126K in Q2 2025. 193 funds tracked by Wall St. Rank hold MFIC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining MidCap Financial Investment position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 10,335 MidCap Financial Investment shares in Q4 2025, an estimated $124K.
  • Wealthspire Advisors (New York) first reported a position in MidCap Financial Investment in Q2 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s MidCap Financial Investment position peaked at $126K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.