Wealth Enhancement Advisory Services
DAVE icon

Wealth Enhancement Advisory Services’s Dave Inc DAVE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Buy
3,083
+57
+2% +$14.8K ﹤0.01% 1922
2026
Q1 		$523K Buy
3,026
+764
+34% +$148K ﹤0.01% 2284
2025
Q4 		$528K Sell
2,262
-86
-4% -$18.5K ﹤0.01% 2434
2025
Q3 		$476K Buy
2,348
+21
+0.9% +$4.54K ﹤0.01% 2406
2025
Q2 		$656K Buy
+2,327
New +$367K ﹤0.01% 2019

Other funds holding DAVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Dave Inc (DAVE) stake by 1.9% in Q2 2026, buying an estimated $14.8K and bringing the position to 3,083 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Wealth Enhancement Advisory Services first reported a position in DAVE in Q2 2025 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,083 shares of Dave Inc worth $1.24M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 57 Dave Inc shares in Q2 2026, an estimated $14.8K.
  • Dave Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1922 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dave Inc in Q2 2025 and has held it in 5 quarters since.
  • 348 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

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