Wipfli Financial Advisors’s Blue Owl Capital OBDC Stock Holding History

Wipfli Financial Advisors’s Portfolio OBDC Stock Details OBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$32K	Buy	+3,000	New	+$38.1K	﹤0.01%	1333

Other funds holding OBDC

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

SONJCPFE

State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return

Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

RWJF

Robert Wood Johnson Foundation Princeton, New Jersey $125M AUM 15.63% 1-Year Est. Return

Wipfli Financial Advisors's OBDC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Blue Owl Capital (OBDC) in Q3 2022: 3,000 shares worth $32K. The stake represents ﹤0.01% of the portfolio and ranks #1333 among its holdings.

274 funds tracked by Wall St. Rank hold OBDC as of Q3 2022.

Wipfli Financial Advisors held 3,000 shares of Blue Owl Capital worth $32K as of Q3 2022.
Blue Owl Capital was a new Wipfli Financial Advisors position in Q3 2022.
Blue Owl Capital made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1333 holding.
274 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.