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Msc Income Fund shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Msc Income Fund (MSIF) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Msc Income Fund held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msc Income Fund by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $160k 12k 13.14

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View all positions for WealthPlan Investment Management

Top funds holding Msc Income Fund

Ares Management
Franklin Resources
Marshall Wace
BlackRock
LPL Financial
Jane Street
Alpine Partners VI
Cambridge Investment Research Advisors
J.w. Cole Advisors
Cetera Investment Advisers
Millennium Management
Legacy Wealth Managment
Sigma Planning
Centaurus Financial
U.S. Capital Wealth Advisors

View all funds holding Msc Income Fund