Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s C3.ai AI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$264K Buy
29,543
+15,091
+104% +$143K ﹤0.01% 3323
2026
Q1 		$125K Buy
+14,452
New +$155K ﹤0.01% 3273
2025
Q4 		– Sell
-11,325
Closed -$217K – 3650
2025
Q3 		$217K Sell
11,325
-5,288
-32% -$110K ﹤0.01% 3069
2025
Q2 		$428K Sell
16,613
-1,199
-7% -$27.4K ﹤0.01% 2339
2025
Q1 		$375K Buy
17,812
+1,632
+10% +$46.3K ﹤0.01% 2263
2024
Q4 		$557K Buy
16,180
+4,941
+44% +$153K ﹤0.01% 1918
2024
Q3 		$272K Sell
11,239
-306
-3% -$7.78K ﹤0.01% 2244
2024
Q2 		$334K Sell
11,545
-3,040
-21% -$78.1K ﹤0.01% 1908
2024
Q1 		$395K Sell
14,585
-2,819
-16% -$79.2K ﹤0.01% 1727
2023
Q4 		$500K Sell
17,404
-749
-4% -$20.6K ﹤0.01% 1507
2023
Q3 		$463K Buy
+18,153
New +$606K ﹤0.01% 1473

Other funds holding AI

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's AI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its C3.ai (AI) stake by 104% in Q2 2026, buying an estimated $143K and bringing the position to 29,543 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #3323.

Wealth Enhancement Advisory Services first reported a position in AI in Q3 2023 and has held it in 11 quarters since. The position peaked at $557K in Q4 2024. 24 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 29,543 shares of C3.ai worth $264K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 15,091 C3.ai shares in Q2 2026, an estimated $143K.
  • C3.ai made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3323 holding.
  • Wealth Enhancement Advisory Services first reported a position in C3.ai in Q3 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's C3.ai position peaked at $557K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.