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Whipplewood Advisors’s New Mountain Finance NMFC Stock Holding History

Whipplewood Advisors’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-118
Closed -$1.25K – 878
2025
Q2 		$1.25K Buy
118
+53
+82% +$547 ﹤0.01% 973
2025
Q1 		$1.3K Sell
65
-53
-45% -$604 ﹤0.01% 974
2024
Q4 		$1.33K Buy
+118
New +$1.36K ﹤0.01% 953

Other funds holding NMFC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whipplewood Advisors's NMFC Position: Q3 2025 in Review

Whipplewood Advisors sold out of New Mountain Finance (NMFC) in Q3 2025, closing a stake of 118 shares — an estimated $1.25K sold.

Whipplewood Advisors first reported a position in NMFC in Q4 2024 and held it in 3 quarters. The position peaked at $1.33K in Q4 2024. 158 funds tracked by Wall St. Rank hold NMFC as of Q3 2025.

  • Whipplewood Advisors reported no remaining New Mountain Finance position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 118 New Mountain Finance shares in Q3 2025, an estimated $1.25K.
  • Whipplewood Advisors first reported a position in New Mountain Finance in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's New Mountain Finance position peaked at $1.33K in Q4 2024.
  • 158 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.