Wealth Enhancement Advisory Services
BUR icon

Wealth Enhancement Advisory Services’s Burford Capital BUR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BUR Stock Details BUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$642K Buy
168,827
+151,144
+855% +$691K ﹤0.01% 2454
2026
Q1 		$73.2K Buy
17,683
+4,194
+31% +$36.7K ﹤0.01% 3376
2025
Q4 		$125K Buy
+13,489
New +$132K ﹤0.01% 3388

Other funds holding BUR

MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Burford Capital (BUR) stake by 855% in Q2 2026, buying an estimated $691K and bringing the position to 168,827 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #2454.

Wealth Enhancement Advisory Services first reported a position in BUR in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 168,827 shares of Burford Capital worth $642K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 151,144 Burford Capital shares in Q2 2026, an estimated $691K.
  • Burford Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2454 holding.
  • Wealth Enhancement Advisory Services first reported a position in Burford Capital in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

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