Wealth Enhancement Advisory Services
ATRC icon

Wealth Enhancement Advisory Services’s AtriCure ATRC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ATRC Stock Details ATRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$654K Buy
18,017
+3
+0% +$135 ﹤0.01% 2565
2026
Q2 		$618K Buy
18,014
+9,893
+122% +$278K ﹤0.01% 2488
2026
Q1 		$236K Buy
8,121
+1,767
+28% +$60.3K ﹤0.01% 2996
2025
Q4 		$263K Buy
+6,354
New +$233K ﹤0.01% 3033

Other funds holding ATRC

Dimensional Fund Advisors
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Riverwater Partners
Riverwater Partners Milwaukee, Wisconsin $360M AUM 25.48% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Perkins Capital Management
Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its AtriCure (ATRC) stake by 0.02% in Q3 2026, buying an estimated $135 and bringing the position to 18,017 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #2565.

Wealth Enhancement Advisory Services first reported a position in ATRC in Q4 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold ATRC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 18,017 shares of AtriCure worth $654K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3 AtriCure shares in Q3 2026, an estimated $135.
  • AtriCure made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2565 holding.
  • Wealth Enhancement Advisory Services first reported a position in AtriCure in Q4 2025 and has held it in 4 quarters since.
  • 84 funds tracked by Wall St. Rank held AtriCure as of Q3 2026.

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