Wealth Enhancement Advisory Services
APPF icon

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
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

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its AppFolio (APPF) stake by 1.2% in Q2 2026, buying an estimated $9.1K and bringing the position to 4,809 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #3695.

Wealth Enhancement Advisory Services first reported a position in APPF in Q3 2024 and has held it in 7 quarters since. The position peaked at $25.6M in Q4 2025. 36 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 4,809 shares of AppFolio worth $152K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 57 AppFolio shares in Q2 2026, an estimated $9.1K.
  • AppFolio made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3695 holding.
  • Wealth Enhancement Advisory Services first reported a position in AppFolio in Q3 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's AppFolio position peaked at $25.6M in Q4 2025.
  • 36 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

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