Wealth Enhancement Advisory Services
CAKE icon

Wealth Enhancement Advisory Services’s Cheesecake Factory CAKE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28M Buy
15,409
+1,040
+7% +$67.4K ﹤0.01% 1900
2026
Q1 		$794K Buy
14,369
+7,853
+121% +$468K ﹤0.01% 1961
2025
Q4 		$368K Sell
6,516
-1,484
-19% -$74.4K ﹤0.01% 2734
2025
Q3 		$432K Sell
8,000
-329
-4% -$20.1K ﹤0.01% 2480
2025
Q2 		$547K Buy
8,329
+864
+12% +$45.9K ﹤0.01% 2160
2025
Q1 		$363K Buy
7,465
+416
+6% +$21.3K ﹤0.01% 2292
2024
Q4 		$334K Buy
7,049
+386
+6% +$17.8K ﹤0.01% 2295
2024
Q3 		$270K Buy
6,663
+82
+1% +$3.12K ﹤0.01% 2248
2024
Q2 		$259K Sell
6,581
-108
-2% -$4K ﹤0.01% 2086
2024
Q1 		$242K Buy
6,689
+143
+2% +$4.97K ﹤0.01% 2062
2023
Q4 		$229K Buy
+6,546
New +$209K ﹤0.01% 2017

Other funds holding CAKE

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Cheesecake Factory (CAKE) stake by 7.2% in Q2 2026, buying an estimated $67.4K and bringing the position to 15,409 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

Wealth Enhancement Advisory Services first reported a position in CAKE in Q4 2023 and has held it in 11 quarters since. 29 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,409 shares of Cheesecake Factory worth $1.28M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,040 Cheesecake Factory shares in Q2 2026, an estimated $67.4K.
  • Cheesecake Factory made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1900 holding.
  • Wealth Enhancement Advisory Services first reported a position in Cheesecake Factory in Q4 2023 and has held it in 11 quarters since.
  • 29 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

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