WA
OCCI

WPG Advisers’s OFS Credit Co OCCI Stock Holding History

WPG Advisers’s Portfolio OCCI Stock Details OCCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.26K Sell
493
-96
-16% -$296 ﹤0.01% 1290
2026
Q1 		$1.7K Buy
589
+36
+7% +$137 ﹤0.01% 1127
2025
Q4 		$2.68K Buy
553
+205
+59% +$1K ﹤0.01% 1053
2025
Q3 		$1.88K Sell
348
-122
-26% -$720 ﹤0.01% 1153
2025
Q2 		$2.93K Buy
+470
New +$2.98K ﹤0.01% 1026

Other funds holding OCCI

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

WPG Advisers's OCCI Position: Q2 2026 in Review

WPG Advisers reduced its OFS Credit Co (OCCI) stake by 16% in Q2 2026, selling an estimated $296 and leaving 493 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

WPG Advisers first reported a position in OCCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.93K in Q2 2025. 12 funds tracked by Wall St. Rank hold OCCI as of Q2 2026.

  • WPG Advisers held 493 shares of OFS Credit Co worth $1.26K as of Q2 2026.
  • WPG Advisers sold 96 OFS Credit Co shares in Q2 2026, an estimated $296.
  • OFS Credit Co made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1290 holding.
  • WPG Advisers first reported a position in OFS Credit Co in Q2 2025 and has held it in 5 quarters since.
  • WPG Advisers's OFS Credit Co position peaked at $2.93K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held OFS Credit Co as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.