Webster Bank’s VanEck BDC Income ETF BIZD Stock Holding History

Webster Bank’s Portfolio BIZD Stock Details BIZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44.2K	Hold	3,456	–	–	﹤0.01%	396
2025 Q4	$49K	Hold	3,456	–	–	﹤0.01%	370
2025 Q3	$51.6K	Hold	3,456	–	–	0.01%	358
2025 Q2	$56.3K	Hold	3,456	–	–	0.01%	348
2025 Q1	$57.9K	Hold	3,456	–	–	0.01%	337
2024 Q4	$57.5K	Hold	3,456	–	–	0.01%	338
2024 Q3	$57.2K	Hold	3,456	–	–	0.01%	343
2024 Q2	$59.1K	Hold	3,456	–	–	0.01%	328
2024 Q1	$58.4K	Hold	3,456	–	–	0.01%	326
2023 Q4	$55.4K	Hold	3,456	–	–	0.01%	333
2023 Q3	$55.4K	Hold	3,456	–	–	0.01%	311
2023 Q2	$53.1K	Hold	3,456	–	–	0.01%	312
2023 Q1	$51.3K	Hold	3,456	–	–	0.01%	321
2022 Q4	$49K	Hold	3,456	–	–	0.01%	324
2022 Q3	$47K	Hold	3,456	–	–	0.01%	318
2022 Q2	$52K	Hold	3,456	–	–	0.01%	304
2022 Q1	$62K	Hold	3,456	–	–	0.01%	308
2021 Q4	$59K	Hold	3,456	–	–	0.01%	326
2021 Q3	$59K	Buy	3,456 +940	+37%	+$16.1K	0.01%	309
2021 Q2	$43K	Buy	+2,516	New	+$42.5K	﹤0.01%	343

Other funds holding BIZD

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank Julius Baer & Co

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return