FDUS — FIDUS INVT CORP

Ownership history in WT Wealth Management  ·  11 quarters on record

This page tracks every 13F SEC filing in which WT Wealth Management reported a position in FIDUS INVT CORP (FDUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.63% (2022 Q4)
Avg. % of fund
0.45%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 51,113 — 0% 0.28% $986K $19.30
2025 Q3 REDUCED 51,113 -742 -1.4% 0.30% $1.0M $19.74
2025 Q2 REDUCED 51,855 -1,521 -2.8% 0.31% $1.0M $19.15
2025 Q1 REDUCED 53,376 -2,063 -3.7% 0.35% $1.1M $18.82
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FDUS price (monthly, adj. close)

Other funds also holding FDUS

As of 2025 Q4 — sorted by position size

Muzinich & Co., Inc. 3Y 7Y 2.11% Columbus Macro, LLC 3Y 7Y 1.03% Palogic Value Management, L.P. 3Y 0.6% Davis Investment Partners, LLC 3Y 0.52% MQS Management LLC 3Y 0.5% CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3Y 0.4% Plan Group Financial, LLC 3Y 0.4% MGB Wealth Management, LLC 0.34% Legacy Capital Wealth Partners, LLC 3Y 0.3% NOVARE CAPITAL MANAGEMENT LLC 3Y 7Y 0.3%
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