Wealth Enhancement Advisory Services
CDP icon

Wealth Enhancement Advisory Services’s COPT Defense Properties CDP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$783K Buy
21,447
+2,833
+15% +$92.1K ﹤0.01% 2278
2026
Q1 		$584K Sell
18,614
-2,166
-10% -$67.4K ﹤0.01% 2191
2025
Q4 		$588K Buy
20,780
+513
+3% +$14.8K ﹤0.01% 2355
2025
Q3 		$579K Buy
20,267
+2
+0% +$57 ﹤0.01% 2249
2025
Q2 		$575K Buy
20,265
+2,748
+16% +$74.4K ﹤0.01% 2126
2025
Q1 		$478K Buy
17,517
+3,866
+28% +$109K ﹤0.01% 2102
2024
Q4 		$423K Buy
13,651
+813
+6% +$25.8K ﹤0.01% 2111
2024
Q3 		$389K Sell
12,838
-2,904
-18% -$82.7K ﹤0.01% 1995
2024
Q2 		$394K Buy
15,742
+2,421
+18% +$58.2K ﹤0.01% 1797
2024
Q1 		$322K Buy
13,321
+352
+3% +$8.57K ﹤0.01% 1874
2023
Q4 		$332K Buy
12,969
+1,854
+17% +$44.9K ﹤0.01% 1750
2023
Q3 		$265K Buy
+11,115
New +$281K ﹤0.01% 1815

Other funds holding CDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its COPT Defense Properties (CDP) stake by 15% in Q2 2026, buying an estimated $92.1K and bringing the position to 21,447 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

Wealth Enhancement Advisory Services first reported a position in CDP in Q3 2023 and has held it in 12 quarters since. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,447 shares of COPT Defense Properties worth $783K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,833 COPT Defense Properties shares in Q2 2026, an estimated $92.1K.
  • COPT Defense Properties made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2278 holding.
  • Wealth Enhancement Advisory Services first reported a position in COPT Defense Properties in Q3 2023 and has held it in 12 quarters since.
  • 326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

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