Whipplewood Advisors Portfolio Shifts Q1 2026

Whipplewood Advisors, Llc's portfolio underwent considerable shifts during the first quarter of 2026. The data indicates a period dominated by selling activities compared to buying.

The investor significantly reduced their holdings in several key areas:

• Morgan Stanley Emerging Markets Debt Fund I (MSD), an exchange-traded fund focused on emerging market debt, saw a massive 67.7% reduction in shares and represents one of the largest sell positions.
• First Trust Exchange-Traded Fund (RDVI) experienced an 85.66% decline in holdings, another major exit noted for this quarter.
• First Trust Exchange-Traded Fund (SDVD), also down by over 96%, was significantly reduced.
• First Trust Exchange-Traded Fund VI (BUFR) saw an 84.11% reduction in shares during the period.

In addition to these large reductions, Whipplewood Advisors also sold positions that were previously tracked:

• ARK ETF TR (ARKK) decreased by 86.26%.
• J P Morgan Exchange Traded Fund (JEPQ) saw a substantial reduction of -45.21%.

Conversely, the investor demonstrated buying activity in certain sectors:

• Ares Capital Corp (ARCC), a Business Development Company operating in the Financial Services sector, saw its position increase by 38.14%.
• Blackstone Secured Lending Fund (BXSL), also a Financial Services holding, increased by 46.54%.

Furthermore, Whipplewood Advisors initiated new positions or returned to previously exited holdings:

• Innovator ETF Trust (BALT), which was sold in the previous period, saw a return with an increase of 31.19%.

The investor also made minor adjustments elsewhere:

• Morgan Stanley EMKT Debt Fund I (MSD) was sold, but J P Morgan Exchange Traded Fund (JPLD), previously reduced, saw a slight increase of -23.02%.

The overall portfolio changes reflect strategic adjustments focused on reducing exposure in certain exchange-traded funds while selectively increasing positions within the Financial Services sector and returning to some prior holdings.