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Whipplewood Advisors’s Golub Capital BDC GBDC Stock Holding History

Whipplewood Advisors’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Buy
112,027
+27,987
+33% +$365K 0.97% 28
2026
Q1 		$1.06M Buy
84,040
+5,245
+7% +$67.3K 0.55% 42
2025
Q4 		$1.07M Sell
78,795
-25,267
-24% -$350K 0.69% 43
2025
Q3 		$1.42M Buy
104,062
+36,913
+55% +$544K 0.94% 31
2025
Q2 		$984K Buy
67,149
+66,698
+14,789% +$971K 0.54% 45
2025
Q1 		$859K Sell
451
-55,988
-99% -$859K 0.51% 52
2024
Q4 		$856K Buy
+56,439
New +$861K 0.49% 53

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Whipplewood Advisors's GBDC Position: Q2 2026 in Review

Whipplewood Advisors increased its Golub Capital BDC (GBDC) stake by 33% in Q2 2026, buying an estimated $365K and bringing the position to 112,027 shares worth $1.44M. The position accounts for 0.97% of the portfolio, ranked #28.

Whipplewood Advisors first reported a position in GBDC in Q4 2024 and has held it in 7 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Whipplewood Advisors held 112,027 shares of Golub Capital BDC worth $1.44M as of Q2 2026.
  • Whipplewood Advisors bought 27,987 Golub Capital BDC shares in Q2 2026, an estimated $365K.
  • Golub Capital BDC made up 0.97% of Whipplewood Advisors's portfolio in Q2 2026, its #28 holding.
  • Whipplewood Advisors first reported a position in Golub Capital BDC in Q4 2024 and has held it in 7 quarters since.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

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