WS
MFIC icon

Wedbush Securities’s MidCap Financial Investment MFIC Stock Holding History

Wedbush Securities’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
2026
Q1 		$333K Sell
29,652
-775
-3% -$8.54K 0.01% 853
2025
Q4 		$348K Sell
30,427
-5,525
-15% -$65.6K 0.01% 821
2025
Q3 		$431K Sell
35,952
-691
-2% -$8.82K 0.01% 718
2025
Q2 		$462K Buy
36,643
+352
+1% +$4.32K 0.02% 662
2025
Q1 		$467K Buy
36,291
+1,410
+4% +$19.2K 0.02% 642
2024
Q4 		$471K Buy
34,881
+12,369
+55% +$168K 0.02% 634
2024
Q3 		$301K Buy
+22,512
New +$318K 0.01% 804
2022
Q4 		– Sell
-12,743
Closed -$130K – 1085
2022
Q3 		$130K Sell
12,743
-2,539
-17% -$30.9K 0.01% 949
2022
Q2 		$165K Sell
15,282
-666
-4% -$8.14K 0.01% 954
2022
Q1 		$211K Sell
15,948
-1,450
-8% -$19.2K 0.01% 966
2021
Q4 		$223K Sell
17,398
-666
-4% -$8.75K 0.01% 1011
2021
Q3 		$234K Sell
18,064
-4,875
-21% -$66.4K 0.01% 989
2021
Q2 		$313K Buy
+22,939
New +$329K 0.01% 843
2018
Q4 		– Sell
-4,500
Closed -$73K – 893
2018
Q3 		$73K Buy
+4,500
New +$76.7K 0.01% 856
2014
Q1 		– Sell
-3,581
Closed -$91K – 642
2013
Q4 		$91K Buy
+3,581
New +$92.1K 0.02% 533

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
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wedbush Securities's MFIC Position: Q1 2026 in Review

Wedbush Securities reduced its MidCap Financial Investment (MFIC) stake by 2.5% in Q1 2026, selling an estimated $8.54K and leaving 29,652 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #853.

Wedbush Securities first reported a position in MFIC in Q4 2013 and has held it in 15 quarters since. The position peaked at $471K in Q4 2024. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • Wedbush Securities held 29,652 shares of MidCap Financial Investment worth $333K as of Q1 2026.
  • Wedbush Securities sold 775 MidCap Financial Investment shares in Q1 2026, an estimated $8.54K.
  • MidCap Financial Investment made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #853 holding.
  • Wedbush Securities first reported a position in MidCap Financial Investment in Q4 2013 and has held it in 15 quarters since.
  • Wedbush Securities's MidCap Financial Investment position peaked at $471K in Q4 2024.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.