WA
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Whipplewood Advisors’s FS KKR Capital FSK Stock Holding History

Whipplewood Advisors’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-32,791
Closed -$490K – 505
2025
Q3 		$490K Buy
32,791
+8,668
+36% +$164K 0.32% 81
2025
Q2 		$501K Buy
+24,123
New +$492K 0.28% 88

Other funds holding FSK

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

Whipplewood Advisors's FSK Position: Q4 2025 in Review

Whipplewood Advisors sold out of FS KKR Capital (FSK) in Q4 2025, closing a stake of 32,791 shares — an estimated $490K sold.

Whipplewood Advisors first reported a position in FSK in Q2 2025 and held it in 2 quarters. The position peaked at $501K in Q2 2025. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

  • Whipplewood Advisors reported no remaining FS KKR Capital position as of Q4 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 32,791 FS KKR Capital shares in Q4 2025, an estimated $490K.
  • Whipplewood Advisors first reported a position in FS KKR Capital in Q2 2025 and held it in 2 quarters.
  • Whipplewood Advisors's FS KKR Capital position peaked at $501K in Q2 2025.
  • 498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on Whipplewood Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.