WCP
Wealthcare Capital Partners LLC Portfolio
Invests via Wealthcare Capital Partners LLC | Managed by Matthew T. Regan, Ronald E. Madey, James J. Krause, Justin DuBrueler
Invests via Wealthcare Capital Partners LLC
Managed by Matthew T. Regan, Ronald E. Madey, James J. Krause, Justin DuBrueler
Automatically Tracked
Company Profile
Private equity firm focused on lower-middle-market healthcare services and life sciences companies, typically deploying growth and buyout capital to regional operators and specialty services. The firm targets revenue and EBITDA-accretive platforms that benefit from consolidation, regulatory complexity, and recurring payor relationships. Investment approach emphasizes operational partnership, roll-up strategies, and clinical management support to drive margin expansion and scale prior to exit to strategic buyers or larger PE sponsors.
Private equity firm focused on lower-middle-market healthcare services and life sciences companies, typically deploying growth and buyout capital to regional operators and specialty services. The firm targets revenue and EBITDA-accretive platforms that benefit from consolidation, regulatory complexity, and recurring payor relationships. Investment approach emphasizes operational partnership, roll-up strategies, and clinical management support to drive margin expansion and scale prior to exit to strategic buyers or larger PE sponsors.
Investment Philosophy & Strategy
Targets lower‑middle‑market healthcare services and life sciences businesses, deploying growth and buyout capital to regional operators and specialty services. Prioritizes platform investments that can scale through roll‑ups, clinical operations optimization, and payer relationship stabilization. Underwriting emphasizes recurring revenue, regulatory defensibility, and EBITDA-accretive add‑ons. Capital deployment combines operational partnership and board-level clinical governance to expand margins and exit to strategic buyers or larger sponsors.
Targets lower‑middle‑market healthcare services and life sciences businesses, deploying growth and buyout capital to regional operators and specialty services. Prioritizes platform investments that can scale through roll‑ups, clinical operations optimization, and payer relationship stabilization. Underwriting emphasizes recurring revenue, regulatory defensibility, and EBITDA-accretive add‑ons. Capital deployment combines operational partnership and board-level clinical governance to expand margins and exit to strategic buyers or larger sponsors.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-2.98%
Gain
Monthly
-0.16%
Yearly
-1.94%
Drawdown
14.71%
$240.56M
Equity
Holdings
$240.56M
Investment
$210.34M
$24.52M
Profit -$432,082.36
Realized
-$5.7M
Unrealized
$30.22M
Dividends
$7.9M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$432,082.36
Win %
71%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$859,679.39
Win %
71%
This Month
Compared to last month
Gain
-0.1%
Profit
-$237,174.64
Win %
71%
This Year
Compared to last year
Gain
-0.12%
Profit
-$290,688.29
Win %
71%
CASY Casey's General Stores Inc.
+3.81%
+$22,161.92 
GE General Electric Company
+3.2%
+$24,652.76 
PSX Phillips 66
+2.48%
+$8,189.98 
CSCO Cisco Systems, Inc.
+2.24%
+$30,420.36 
MU Micron Technology, Inc.
+2.12%
+$5,034.58 
HACK Amplify Cybersecurity ETF
+1.95%
+$17,974 
LMT Lockheed Martin Corporation
+1.87%
+$3,932.53 
EMR Emerson Electric Co.
+1.83%
+$3,736.34 
LDOS Leidos Holdings Inc.
+1.77%
+$3,805.44 
ITA iShares U.S. Aerospace & Defense ETF
+1.73%
+$4,871.79 
RTX RTX Corporation
+1.72%
+$10,561.08 
CVX Chevron Corporation
+1.65%
+$9,895.2 
BRK-B Berkshire Hathaway Inc.
+1.6%
+$55,377.91 
ORCL Oracle Corporation
+1.49%
+$2,671.4 
JNJ Johnson & Johnson
+1.47%
+$9,702.6 
XLE Energy Select Sector SPDR Fund
+1.36%
+$8,496.33 
VDE Vanguard Energy ETF
+1.36%
+$3,629.7 
ABBV AbbVie Inc.
+1.31%
+$3,954.56 
LLY Eli Lilly and Company
+1.23%
+$7,872.66 
CNP CenterPoint Energy Inc.
+1.2%
+$2,948.4 
IAUX I-80 Gold Corp.
+1.19%
+$198.65 
PFG Principal Financial Group, Inc.
+1.12%
+$2,428.72 
UNH UnitedHealth Group Incorporated
+1.08%
+$10,465.3 
UNP Union Pacific Corporation
+0.97%
+$2,425.04 
WMT Walmart Inc.
+0.92%
+$11,548.03 
REG Regency Centers Corporation
+0.81%
+$3,703.72 
PH Parker-Hannifin Corporation
+0.81%
+$4,962.66 
DUK Duke Energy Corporation
+0.79%
+$2,734.26 
GEV GE Vernova Inc.
+0.73%
+$4,033.32 
CPK Chesapeake Utilities Corporation
+0.72%
+$4,385.37 
SDOG ALPS Sector Dividend Dogs ETF
+0.71%
+$4,218.72 
IGE iShares North American Natural Resources ETF
+0.68%
+$14,055.28 
USRT iShares Core U.S. REIT ETF
+0.68%
+$14,877.21 
PG Procter & Gamble Co
+0.66%
+$2,816.01 
BAC Bank of America Corporation
+0.65%
+$3,330.4 
DVY iShares Select Dividend ETF
+0.63%
+$1,997.16 
SPLV Invesco S&P 500 Low Volatility ETF
+0.62%
+$1,566.24 
AGCO AGCO Corporation
+0.62%
+$1,206.29 
VNQ Vanguard Real Estate ETF
+0.6%
+$2,136.6 
VTV Vanguard Value ETF
+0.56%
+$8,421.81 
CMC Commercial Metals Company
+0.54%
+$1,171.8 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$4,535.92 
LVHD Franklin U.S. Low Volatility ETF
+0.51%
+$5,607.4 
MGV Vanguard Mega Cap Value ETF
+0.5%
+$13,870.3 
EXC Exelon Corporation
+0.5%
+$2,474.73 
STLD Steel Dynamics Inc.
+0.5%
+$1,202.28 
SDY SPDR S&P Dividend ETF
+0.48%
+$2,721.02 
TD The Toronto-Dominion Bank
+0.47%
+$1,049.8 
GLDM SPDR Gold MiniShares Trust
+0.46%
+$6,014.16 
DRAM Roundhill Memory ETF
+0.44%
+$632.04 
VYM Vanguard High Dividend Yield ETF
+0.4%
+$38,711.5 
AMLP Alerian MLP ETF
+0.34%
+$976.06 
VIS Vanguard Industrials ETF
+0.33%
+$1,024.28 
IEF iShares 7-10 Year Treasury Bond ETF
+0.28%
+$10,868.78 
VO Vanguard Mid-Cap ETF
+0.27%
+$1,321.98 
SCHP Schwab U.S. TIPS ETF
+0.27%
+$17,986.85 
JPM JPMorgan Chase & Co.
+0.22%
+$2,808.6 
AGG iShares Core U.S. Aggregate Bond ETF
+0.2%
+$9,590.1 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.18%
+$415.15 
CGCP Capital Group Core Plus Income ETF
+0.18%
+$1,269.96 
PAVE Global X U.S. Infrastructure Development ETF
+0.18%
+$2,147.1 
DON WisdomTree U.S. MidCap Dividend Fund
+0.16%
+$3,191.85 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$396.24 
COST Costco Wholesale Corporation
+0.13%
+$417.69 
IWD iShares Russell 1000 Value ETF
+0.13%
+$789.71 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$7,372.62 
SCHM Schwab U.S. Mid-Cap ETF
+0.11%
+$565.96 
DTH WisdomTree International High Dividend Fund
+0.11%
+$2,572.32 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.1%
+$372.3 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$250 
SLV iShares Silver Trust
+0.1%
+$426.2 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$521.01 
IFRA iShares U.S. Infrastructure
+0.1%
+$1,567.68 
CEG Constellation Energy Corporation
+0.09%
+$1,025.07 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$495.5 
CMI Cummins Inc.
+0.08%
+$222.02 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.07%
+$213.75 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.07%
+$182.73 
TDVG T. Rowe Price Dividend Growth ETF
+0.07%
+$385.94 
ZTS Zoetis Inc.
+0.07%
+$210.17 
BKLN Invesco Senior Loan ETF
+0.05%
+$369.02 
VIG Vanguard Dividend Appreciation ETF
+0.04%
+$1,200.3 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$6,474 
EES WisdomTree U.S. SmallCap Fund
+0.01%
+$30.08 
CGDG Capital Group Dividend Growers ETF
+0.01%
+$31.14 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$102.02 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.01%
+$46.3 
MUB iShares National Muni Bond ETF
+0.01%
+$55.7 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JBSS John B. Sanfilippo & Son, Inc.
-4.87%
-$17,055.3 
META Meta Platforms Inc Class A
-4.52%
-$57,466.54 
AMAT Applied Materials, Inc.
-4.43%
-$23,011.09 
SPCX Space Exploration Technologies Corp. Class A
-4.13%
-$6,771.37 
BOTZ Global X Robotics & Artificial Intelligence ETF
-3.32%
-$13,144.02 
VRT Vertiv Holdings Co
-2.89%
-$8,763.49 
PSI Invesco Semiconductors ETF
-2.6%
-$5,077.37 
GOOG Alphabet Inc
-2.53%
-$19,514.88 
TSLA Tesla, Inc.
-2.5%
-$15,630.36 
GOOGL Alphabet Inc
-2.39%
-$15,663.29 
KO The Coca-Cola Company
-2.34%
-$5,900.35 
AMD Advanced Micro Devices, Inc.
-2.17%
-$8,842.68 
MSFT Microsoft Corp.
-1.96%
-$34,381.29 
TTEQ T. Rowe Price Technology ETF
-1.9%
-$8,190.33 
CBU Community Bank System, Inc.
-1.87%
-$3,987.34 
REMX VanEck Rare Earth and Strategic Metals ETF
-1.82%
-$18,385.62 
PLTR Palantir Technologies Inc.
-1.79%
-$6,538.06 
NVDA NVIDIA Corporation
-1.74%
-$40,384.96 
V Visa Inc. Class A
-1.59%
-$7,361.28 
GS The Goldman Sachs Group, Inc.
-1.55%
-$18,311.4 
VUG Vanguard Growth ETF
-1.49%
-$3,063.75 
UAL United Airlines Holdings, Inc.
-1.48%
-$2,710.55 
CGGR Capital Group Growth ETF
-1.47%
-$26,916.3 
CGXU Capital Group International Focus Equity ETF
-1.4%
-$14,833.67 
QTUM Defiance Quantum ETF
-1.4%
-$8,686 
MA Mastercard Incorporated
-1.32%
-$4,261.61 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.29%
-$19,143.6 
QQQ Invesco QQQ Trust, Series 1
-1.26%
-$23,182.28 
IWF iShares Russell 1000 Growth ETF
-1.17%
-$4,146.4 
PSCT Invesco S&P SmallCap Information Technology ETF
-1.15%
-$3,334.08 
XLK State Street Technology Select Sector SPDR ETF
-1.14%
-$4,425.82 
FBCG Fidelity Blue Chip Growth Fund
-1.05%
-$5,134.08 
AVGO Broadcom Inc.
-1.04%
-$17,143.23 
BHP BHP Group Ltd.
-1.02%
-$3,021.7 
FCF First Commonwealth Financial Corporation
-0.98%
-$2,972.76 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.98%
-$9,445.58 
IXUS iShares Core International Stock ETF
-0.98%
-$4,215.44 
GDX VanEck Gold Miners ETF
-0.92%
-$1,768.8 
TROW T. Rowe Price Group, Inc.
-0.92%
-$10,473.67 
VEU Vanguard FTSE All-World ex-US ETF
-0.9%
-$37,011.84 
QUAL iShares MSCI USA Quality Factor ETF
-0.9%
-$1,958.22 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.86%
-$2,079.13 
CMPX Compass Therapeutics Inc.
-0.81%
-$332.15 
DIM WisdomTree International MidCap Dividend Fund
-0.8%
-$1,910.75 
CGGE Capital Group Global Equity ETF
-0.75%
-$1,572.22 
MRVL Marvell Technology, Inc.
-0.74%
-$1,376.21 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.72%
-$11,765.16 
XT iShares Future Exponential Technologies ETF
-0.62%
-$14,673.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.61%
-$12,738.72 
VOO Vanguard S&P 500 ETF
-0.6%
-$1,215.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$78,888.07 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$12,273.53 
IVV iShares Core S&P 500 ETF
-0.57%
-$1,355.28 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.56%
-$9,265.36 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$3,521.76 
SCHX Schwab U.S. Large-Cap ETF
-0.54%
-$4,604.16 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$135,471.32 
IWB iShares Russell 1000 ETF
-0.54%
-$3,922.58 
PWR Quanta Services Inc.
-0.53%
-$1,870.35 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.53%
-$9,792.24 
AMZN Amazon.com Inc
-0.53%
-$7,562.96 
CGDV Capital Group Dividend Value ETF
-0.48%
-$12,054.56 
AAPL Apple Inc.
-0.44%
-$19,493.21 
LOW Lowe's Companies Inc.
-0.41%
-$2,262.48 
PVI Invesco Floating Rate Municipal Income ETF
-0.36%
-$1,272.87 
TEL TE Connectivity plc
-0.34%
-$1,260.63 
HLI Houlihan Lokey Inc.
-0.33%
-$1,127.53 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.3%
-$628.32 
BX Blackstone Inc.
-0.29%
-$5,663.9 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.29%
-$715.55 
ARCC Ares Capital Corporation
-0.23%
-$1,364.4 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.22%
-$8,121.37 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.2%
-$6,497.53 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
-0.19%
-$1,046.2 
STX Seagate Technology Holdings plc
-0.18%
-$303.75 
CLSE Convergence Long/Short Equity Fund
-0.18%
-$1,689.72 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.14%
-$2,268.9 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.14%
-$1,273 
JEPI JPMorgan Equity Premium Income Fund
-0.14%
-$1,581.04 
IJH iShares Core S&P Mid-Cap ETF
-0.12%
-$331.83 
HSY The Hershey Company
-0.11%
-$299.2 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.11%
-$1,745.4 
MCD McDonald's Corporation
-0.1%
-$316.24 
CAT Caterpillar Inc.
-0.09%
-$503.87 
PFF iShares Preferred and Income Securities ETF
-0.08%
-$925.6 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.08%
-$491.71 
IWM iShares Russell 2000 ETF
-0.06%
-$406.22 
XLF Financial Select Sector SPDR Fund
-0.04%
-$240.28 
CAOS Alpha Architect Tail Risk ETF
-0.01%
-$72.42 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$35.38 Events
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Dividends
Dividend Analysis
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| Trades 963 | Longs Won 671/963 69% | Profit Factor 3.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $296,304.37 |
| Average Win $51,857.04 | Best Trade (Jul 13) $5.49M | Sharpe Ratio -13.9 |
| Average Loss -$35,190.64 | Worst Trade (Dec 31) -$6.6M | Z-Score 11.95 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 1d | Expectancy $25,462.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 6,849 | 6,164 | 5,479 | 4,795 | 4,110 | 3,425 | 2,740 | 2,055 | 1,370 | 685 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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