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WMG Financial Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

WMG Financial Advisors’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-24,725
Closed -$316K – 106
2026
Q1 		$316K Sell
24,725
-70,425
-74% -$948K 0.13% 70
2025
Q4 		$1.35M Buy
95,150
+15,200
+19% +$218K 0.56% 33
2025
Q3 		$1.19M Buy
79,950
+52,600
+192% +$841K 0.4% 47
2025
Q2 		$445K Buy
+27,350
New +$428K 0.16% 90

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

WMG Financial Advisors's BIZD Position: Q2 2026 in Review

WMG Financial Advisors sold out of VanEck BDC Income ETF (BIZD) in Q2 2026, closing a stake of 24,725 shares — an estimated $316K sold.

WMG Financial Advisors first reported a position in BIZD in Q2 2025 and held it in 4 quarters. The position peaked at $1.35M in Q4 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • WMG Financial Advisors reported no remaining VanEck BDC Income ETF position as of Q2 2026 after selling out during the quarter.
  • WMG Financial Advisors sold 24,725 VanEck BDC Income ETF shares in Q2 2026, an estimated $316K.
  • WMG Financial Advisors first reported a position in VanEck BDC Income ETF in Q2 2025 and held it in 4 quarters.
  • WMG Financial Advisors's VanEck BDC Income ETF position peaked at $1.35M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.