Whipplewood Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Whipplewood Advisors’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 Q2	$2.6K	Buy	205 +21	+11%	+$266	﹤0.01%	383
2026 Q1	$2.35K	Buy	184 +8	+5%	+$108	﹤0.01%	746
2025 Q4	$2.5K	Buy	176 +34	+24%	+$487	﹤0.01%	332
2025 Q3	$2.12K	Hold	142	–	–	﹤0.01%	282
2025 Q2	$2.31K	Sell	142 -622	-81%	-$9.74K	﹤0.01%	848
2025 Q1	$2.21K	Buy	+764	New	+$13K	﹤0.01%	871

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Whipplewood Advisors's BIZD Position: Q2 2026 in Review

Whipplewood Advisors increased its VanEck BDC Income ETF (BIZD) stake by 11% in Q2 2026, buying an estimated $266 and bringing the position to 205 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Whipplewood Advisors first reported a position in BIZD in Q1 2025 and has held it in 6 quarters since. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Whipplewood Advisors held 205 shares of VanEck BDC Income ETF worth $2.6K as of Q2 2026.
Whipplewood Advisors bought 21 VanEck BDC Income ETF shares in Q2 2026, an estimated $266.
VanEck BDC Income ETF made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #383 holding.
Whipplewood Advisors first reported a position in VanEck BDC Income ETF in Q1 2025 and has held it in 6 quarters since.
268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.