Wealth Enhancement Advisory Services
BDC icon

Wealth Enhancement Advisory Services’s Belden BDC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BDC Stock Details BDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$252K Sell
2,353
-189
-7% -$22K ﹤0.01% 3373
2026
Q1 		$292K Sell
2,542
-732
-22% -$92.2K ﹤0.01% 2804
2025
Q4 		$382K Buy
3,274
+479
+17% +$55.9K ﹤0.01% 2707
2025
Q3 		$323K Buy
2,795
+162
+6% +$20.4K ﹤0.01% 2723
2025
Q2 		$321K Buy
+2,633
New +$277K ﹤0.01% 2586
2025
Q1 		– Sell
-2,213
Closed -$249K – 2998
2024
Q4 		$249K Buy
2,213
+54
+3% +$6.45K ﹤0.01% 2530
2024
Q3 		$253K Sell
2,159
-20
-0.9% -$2K ﹤0.01% 2288
2024
Q2 		$204K Buy
2,179
+8
+0.4% +$727 ﹤0.01% 2286
2024
Q1 		$201K Buy
+2,171
New +$177K ﹤0.01% 2198
2023
Q4 		– Sell
-2,595
Closed -$251K – 2350
2023
Q3 		$251K Buy
+2,595
New +$242K ﹤0.01% 1852

Other funds holding BDC

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Belden (BDC) stake by 7.4% in Q2 2026, selling an estimated $22K and leaving 2,353 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #3373.

Wealth Enhancement Advisory Services first reported a position in BDC in Q3 2023 and has held it in 10 quarters since. The position peaked at $382K in Q4 2025. 372 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,353 shares of Belden worth $252K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 189 Belden shares in Q2 2026, an estimated $22K.
  • Belden made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3373 holding.
  • Wealth Enhancement Advisory Services first reported a position in Belden in Q3 2023 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's Belden position peaked at $382K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Belden as of Q2 2026.

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