Whipplewood Advisors, LLC OBDC — Blue Owl Capital Corp

Ownership history in Whipplewood Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Whipplewood Advisors, LLC reported Blue Owl Capital Corp (OBDC) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.67% in 2025 Q4. The latest visible filing shows OBDC at 0.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OBDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Whipplewood Advisors, LLC's position in Blue Owl Capital Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

OBDC was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OBDC stock page Whipplewood Advisors, LLC fund profile Whipplewood Advisors, LLC full holdings
How Whipplewood Advisors, LLC held OBDC — position size vs. price
% of Fund (quarterly)    OBDC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 84,091 +9,286 +12.4% 0.67% $1.0M 2026-02-17 $11.04
2025 Q3 ADDED — — — 74,805 +6,626 +9.7% 0.63% $955K 2025-11-06 $11.35
2025 Q2 ADDED — — — 68,179 +68,136 +158455.8% 0.54% $978K 2025-07-31 $13.00
2025 Q1 INITIATED — — — 43 — — 0.34% $575K 2025-04-10 $11.61

🏢 Other funds also holding OBDC

As of 2026 Q1 — sorted by position size

State of New Jersey Common Pension Fund A 3Y 7Y 74.74% ROBERT WOOD JOHNSON FOUNDATION 3Y 7Y 37.38% HAMILTON LANE ADVISORS LLC 3Y 7Y 26.92% Lalia Capital, LLC 21.89% Brown University 3Y 16.56% CAZ INVESTMENTS LP 3Y 7Y 14.53% Muzinich & Co., Inc. 3Y 7Y 9.55% Prota Financial, LLC 7.72% Melia Wealth LLC 6.5% PANORAMIC INVESTMENT ADVISORS, LLC 3Y 6.5%

FAQ About Whipplewood Advisors, LLC and OBDC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Whipplewood Advisors, LLC reported owning OBDC?

Whipplewood Advisors, LLC reported OBDC across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported OBDC position in Whipplewood Advisors, LLC's portfolio?

The largest reported portfolio weight for OBDC was 0.67% in 2025 Q4.

What is the latest reported OBDC position on this page?

The most recent filing on this page is 2025 Q4, when Whipplewood Advisors, LLC reported 84,091 shares, equal to 0.67% of portfolio, with an estimated market value of $1.0M.

What does the chart on this OBDC ownership page compare?

The chart compares Whipplewood Advisors, LLC's quarterly OBDC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Whipplewood Advisors, LLC time their OBDC position?

Based on 13F filing dates vs. subsequent OBDC price moves, Whipplewood Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on OBDC relative to SPY over the holding period was -31.4%.

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