Wedbush Securities
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Wedbush Securities’s Oxford Lane Capital OXLC Stock Holding History

Wedbush Securities’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$515K Sell
57,181
-39,053
-41% -$359K 0.01% 711
2026
Q2 		$843K Sell
96,234
-36,895
-28% -$357K 0.02% 538
2026
Q1 		$1.3M Buy
133,129
+1,593
+1% +$17.5K 0.04% 371
2025
Q4 		$1.93M Sell
131,536
-34,353
-21% -$514K 0.06% 261
2025
Q3 		$2.81M Sell
165,889
-137,370
-45% -$2.51M 0.09% 155
2025
Q2 		$6.37M Buy
303,259
+30,416
+11% +$683K 0.22% 67
2025
Q1 		$6.44M Buy
272,843
+34,477
+14% +$858K 0.24% 62
2024
Q4 		$6.04M Buy
238,366
+21,591
+10% +$566K 0.22% 69
2024
Q3 		$5.68M Buy
216,775
+13,531
+7% +$365K 0.21% 73
2024
Q2 		$5.51M Buy
203,244
+54,273
+36% +$1.43M 0.2% 76
2024
Q1 		$3.78M Buy
148,971
+74,583
+100% +$1.92M 0.14% 111
2023
Q4 		$1.84M Buy
74,388
+9,323
+14% +$230K 0.08% 176
2023
Q3 		$1.62M Sell
65,065
-3,632
-5% -$93.5K 0.08% 187
2023
Q2 		$1.66M Buy
68,697
+9,968
+17% +$255K 0.08% 190
2023
Q1 		$1.54M Sell
58,729
-1,761
-3% -$49.1K 0.08% 206
2022
Q4 		$1.53M Sell
60,490
-87
-0.1% -$2.24K 0.08% 197
2022
Q3 		$1.57M Buy
60,577
+16,657
+38% +$502K 0.09% 182
2022
Q2 		$1.25M Buy
43,920
+16,654
+61% +$546K 0.07% 241
2022
Q1 		$987K Buy
27,266
+12,560
+85% +$483K 0.05% 351
2021
Q4 		$567K Buy
14,706
+190
+1% +$7.39K 0.02% 571
2021
Q3 		$523K Sell
14,516
-1,350
-9% -$49K 0.02% 589
2021
Q2 		$588K Sell
15,866
-1,256
-7% -$43.9K 0.03% 570
2021
Q1 		$539K Buy
17,122
+1,163
+7% +$36.8K 0.03% 553
2020
Q4 		$432K Sell
15,959
-3,080
-16% -$75.9K 0.04% 516
2020
Q3 		$419K Sell
19,039
-2,967
-13% -$63.6K 0.04% 483
2020
Q2 		$452K Buy
22,006
+2,889
+15% +$58.5K 0.04% 457
2020
Q1 		$399K Buy
19,117
+2,424
+15% +$93.3K 0.05% 438
2019
Q4 		$681K Buy
16,693
+8,545
+105% +$380K 0.06% 360
2019
Q3 		$379K Buy
8,148
+3,843
+89% +$194K 0.04% 545
2019
Q2 		$217K Buy
+4,305
New +$223K 0.02% 783

Other funds holding OXLC

Arlington Capital Management
Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Capital CS Group
Capital CS Group Irvine, California $135M AUM 16.27% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Wedbush Securities's OXLC Position: Q3 2026 in Review

Wedbush Securities reduced its Oxford Lane Capital (OXLC) stake by 41% in Q3 2026, selling an estimated $359K and leaving 57,181 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #711.

Wedbush Securities first reported a position in OXLC in Q2 2019 and has held it in 30 quarters since. The position peaked at $6.44M in Q1 2025. 28 funds tracked by Wall St. Rank hold OXLC as of Q3 2026.

  • Wedbush Securities held 57,181 shares of Oxford Lane Capital worth $515K as of Q3 2026.
  • Wedbush Securities sold 39,053 Oxford Lane Capital shares in Q3 2026, an estimated $359K.
  • Oxford Lane Capital made up 0.01% of Wedbush Securities's portfolio in Q3 2026, its #711 holding.
  • Wedbush Securities first reported a position in Oxford Lane Capital in Q2 2019 and has held it in 30 quarters since.
  • Wedbush Securities's Oxford Lane Capital position peaked at $6.44M in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.