WPG Advisers’s MidCap Financial Investment MFIC Stock Holding History

WPG Advisers’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
2025 Q1	–	Sell	-140	Closed	-$1.89K	–	1503
2024 Q4	$1.89K	Buy	+140	New	+$1.9K	﹤0.01%	1094

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WPG Advisers's MFIC Position: Q1 2025 in Review

WPG Advisers sold out of MidCap Financial Investment (MFIC) in Q1 2025, closing a stake of 140 shares — an estimated $1.89K sold.

WPG Advisers first reported a position in MFIC in Q4 2024 and held it in 1 quarter. The position peaked at $1.89K in Q4 2024. 168 funds tracked by Wall St. Rank hold MFIC as of Q1 2025.

WPG Advisers reported no remaining MidCap Financial Investment position as of Q1 2025 after selling out during the quarter.
WPG Advisers sold 140 MidCap Financial Investment shares in Q1 2025, an estimated $1.89K.
WPG Advisers first reported a position in MidCap Financial Investment in Q4 2024 and held it in 1 quarter.
WPG Advisers's MidCap Financial Investment position peaked at $1.89K in Q4 2024.
168 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2025.

Based on WPG Advisers's 13F filing for Q1 2025, filed 15 May 2025.