Wealthspire Advisors (New York)’s Blue Owl Capital OBDC Stock Holding History

Wealthspire Advisors (New York)’s Portfolio OBDC Stock Details OBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,272	Closed	-$16.2K	–	2277
2025 Q3	$16.2K	Buy	+1,272	New	+$18.1K	﹤0.01%	1784
2022 Q1	–	Sell	-59,430	Closed	-$842K	–	516
2021 Q4	$842K	Buy	59,430 +580	+1%	+$8.29K	0.02%	249
2021 Q3	$831K	Buy	+58,850	New	+$853K	0.02%	279

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Blue Owl Capital (OBDC) in Q4 2025, closing a stake of 1,272 shares — an estimated $16.2K sold.

Wealthspire Advisors (New York) first reported a position in OBDC in Q3 2021 and held it in 3 quarters. The position peaked at $842K in Q4 2021. 470 funds tracked by Wall St. Rank hold OBDC as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,272 Blue Owl Capital shares in Q4 2025, an estimated $16.2K.
Wealthspire Advisors (New York) first reported a position in Blue Owl Capital in Q3 2021 and held it in 3 quarters.
Wealthspire Advisors (New York)'s Blue Owl Capital position peaked at $842K in Q4 2021.
470 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

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