Wealth Enhancement Advisory Services’s Clearwater Analytics CWAN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CWAN Stock Details CWAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-12,888	Closed	-$307K	–	4160
2026 Q1	$307K	Sell	12,888 -149	-1%	-$3.53K	﹤0.01%	2751
2025 Q4	$314K	Buy	+13,037	New	+$261K	﹤0.01%	2880
2025 Q3	–	Sell	-11,450	Closed	-$254K	–	3618
2025 Q2	$254K	Sell	11,450 -254	-2%	-$5.84K	﹤0.01%	2785
2025 Q1	$314K	Buy	+11,704	New	+$328K	﹤0.01%	2415

Other funds holding CWAN

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 12,888 shares — an estimated $307K sold.

Wealth Enhancement Advisory Services first reported a position in CWAN in Q1 2025 and held it in 4 quarters. The position peaked at $314K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

Wealth Enhancement Advisory Services reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 12,888 Clearwater Analytics shares in Q2 2026, an estimated $307K.
Wealth Enhancement Advisory Services first reported a position in Clearwater Analytics in Q1 2025 and held it in 4 quarters.
Wealth Enhancement Advisory Services's Clearwater Analytics position peaked at $314K in Q4 2025.
4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

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