WANY
MSIF

Wealthspire Advisors (New York)’s MSC Income Fund Inc MSIF Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,156
Closed -$15.2K – 3037
2025
Q3 		$15.2K Buy
+1,156
New +$17.2K ﹤0.01% 1823
2025
Q2 		– Sell
-16,078
Closed -$250K – 882
2025
Q1 		$250K Buy
+16,078
New +$271K ﹤0.01% 685

Other funds holding MSIF

AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of MSC Income Fund Inc (MSIF) in Q4 2025, closing a stake of 1,156 shares — an estimated $15.2K sold.

Wealthspire Advisors (New York) first reported a position in MSIF in Q1 2025 and held it in 2 quarters. The position peaked at $250K in Q1 2025. 146 funds tracked by Wall St. Rank hold MSIF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining MSC Income Fund Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,156 MSC Income Fund Inc shares in Q4 2025, an estimated $15.2K.
  • Wealthspire Advisors (New York) first reported a position in MSC Income Fund Inc in Q1 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s MSC Income Fund Inc position peaked at $250K in Q1 2025.
  • 146 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q4 2025.

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