WESCAP Management Group, Inc.
Position in EFR — Eaton Vance Senior Floating-Rate Trust
CIK 1667140
Glendale, CA
Position in EFR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$257,611
+$1,458 QoQ
Shares Held
24,303
0.0% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#50
of 101 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EFR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WESCAP Management Group, Inc. holds $4,479,196 across 7 Asset Management names. EFR ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
159,959 | $1,757,949 | |
| 2 | NBH |
Neuberger Municipal Fund Inc.
|
116,400 | $1,228,020 | |
| 3 | CEV |
Eaton Vance California Municipal Income Trust
|
65,838 | $692,615 | |
| 4 | IIM |
Invesco Value Municipal Income Trust
|
20,244 | $257,706 | |
| 5 | EFR |
Eaton Vance Senior Floating-Rate Trust
This page
|
24,303 | $257,611 | |
| 6 | FCT |
First Trust Senior Floating Rate Income Fund II
|
18,111 | $174,952 | |
| 7 | EFT |
Eaton Vance Floating-Rate Income Trust
|
10,217 | $110,343 |
All Filings in EFR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,611 | 24,303 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $256,153 | 24,303 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $270,735 | 24,303 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $278,026 | 24,303 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $294,552 | 24,303 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $460,600 | 37,600 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $481,280 | 37,600 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $479,400 | 37,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $491,808 | 37,600 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $489,928 | 37,600 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $476,016 | 37,600 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $455,336 | 37,600 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $441,800 | 37,600 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $426,008 | 37,600 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $411,344 | 37,600 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $510,315 | 45,933 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $600,039 | 48,903 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $655,789 | 48,903 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $721,808 | 48,903 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $714,472 | 48,903 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $769,109 | 54,354 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $759,663 | 55,088 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $672,920 | 52,861 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $682,797 | 58,710 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,205,670 | 106,508 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,026,413 | 103,888 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||