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Whipplewood Advisors’s MidCap Financial Investment MFIC Stock Holding History

Whipplewood Advisors’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 		– Sell
-39
Closed -$446 – 1084
2025
Q4 		$446 Sell
39
-42,003
-100% -$498K ﹤0.01% 465
2025
Q3 		$504K Sell
42,042
-21,299
-34% -$272K 0.33% 78
2025
Q2 		$799K Buy
63,341
+63,338
+2,111,267% +$777K 0.44% 61
2025
Q1 		$955K Sell
3
-68,750
-100% -$935K 0.56% 42
2024
Q4 		$927K Buy
+68,753
New +$934K 0.53% 48

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Whipplewood Advisors's MFIC Position: Q1 2026 in Review

Whipplewood Advisors sold out of MidCap Financial Investment (MFIC) in Q1 2026, closing a stake of 39 shares — an estimated $446 sold.

Whipplewood Advisors first reported a position in MFIC in Q4 2024 and held it in 5 quarters. The position peaked at $955K in Q1 2025. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • Whipplewood Advisors reported no remaining MidCap Financial Investment position as of Q1 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 39 MidCap Financial Investment shares in Q1 2026, an estimated $446.
  • Whipplewood Advisors first reported a position in MidCap Financial Investment in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's MidCap Financial Investment position peaked at $955K in Q1 2025.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.