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Wealthspire Advisors (New York)’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Wealthspire Advisors (New York)’s Portfolio MSDL Stock Details MSDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-500
Closed -$8.04K – 2180
2025
Q3 		$8.04K Buy
+500
New +$9.12K ﹤0.01% 2128

Other funds holding MSDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Morgan Stanley Direct Lending Fund (MSDL) in Q4 2025, closing a stake of 500 shares — an estimated $8.04K sold.

Wealthspire Advisors (New York) first reported a position in MSDL in Q3 2025 and held it in 1 quarter. The position peaked at $8.04K in Q3 2025. 134 funds tracked by Wall St. Rank hold MSDL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Morgan Stanley Direct Lending Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 500 Morgan Stanley Direct Lending Fund shares in Q4 2025, an estimated $8.04K.
  • Wealthspire Advisors (New York) first reported a position in Morgan Stanley Direct Lending Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Morgan Stanley Direct Lending Fund position peaked at $8.04K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q4 2025.

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