Wealth Enhancement Advisory Services’s AppFolio APPF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio APPF Stock Details APPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$183K	Buy	4,879 +70	+1%	+$13.9K	﹤0.01%	3781
2026 Q2	$152K	Buy	4,809 +57	+1%	+$9.1K	﹤0.01%	3695
2026 Q1	$126K	Sell	4,752 -104,337	-96%	-$19.8M	﹤0.01%	3269
2025 Q4	$25.6M	Buy	109,089 +79,069	+263%	+$18.8M	0.03%	408
2025 Q3	$7.19M	Buy	+30,020	New	+$8.11M	0.01%	789
2025 Q2	–	Sell	-4,109	Closed	-$904K	–	3385
2025 Q1	$904K	Sell	4,109 -6,846	-62%	-$1.57M	﹤0.01%	1656
2024 Q4	$2.7M	Buy	10,955 +4,492	+70%	+$1.05M	0.01%	1041
2024 Q3	$1.52M	Buy	+6,463	New	+$1.51M	﹤0.01%	1188

Other funds holding APPF

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Wealth Enhancement Advisory Services's APPF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its AppFolio (APPF) stake by 1.5% in Q3 2026, buying an estimated $13.9K and bringing the position to 4,879 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #3781.

Wealth Enhancement Advisory Services first reported a position in APPF in Q3 2024 and has held it in 8 quarters since. The position peaked at $25.6M in Q4 2025. 189 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

Wealth Enhancement Advisory Services held 4,879 shares of AppFolio worth $183K as of Q3 2026.
Wealth Enhancement Advisory Services bought 70 AppFolio shares in Q3 2026, an estimated $13.9K.
AppFolio made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3781 holding.
Wealth Enhancement Advisory Services first reported a position in AppFolio in Q3 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's AppFolio position peaked at $25.6M in Q4 2025.
189 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.