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Investor Services

WNC provides regular, on-going investor reports and services to more than 19,000 institutional and individual investors. We file quarterly and annual reports with the SEC on 16 publicly registered WNC funds. As a service to our investors, we prepare and mail annual K-1 tax statements along with quarterly and annual reports which include financial and operating information on WNC's funds.

Investments in Tax Credits

WNC Capital Corporation, a wholly owned subsidiary of WNC & Associates, Inc., offers tax credit investments to corporations through a national network of stockbrokers, financial advisors. WNC Capital Corporation is a member firm with the Financial Industry Regulatory Authority, Inc. (FINRA) and is registered as a broker dealer with the Securities and Exchange Commission (SEC).

In order to respond to events that could result in significant business disruption, WNC Capital Corporation has prepared a Business Continuity Plan for your information.

If you are a WNC investor and would like to change your address, please click below. All address changes requests must be made in writing.

Download Change of Address Form (PDF). A copy of Adobe Acrobat is required to use this form.

Investors may also view the status of their K-1 forms.

If you wish to contact Investor Services, you may call us at 800-286-1135, x273 or e-mail us at investorservices@wncinc.com

Business Continuity Plan | Contact Us