Wealth Enhancement Advisory Services
DFIN icon

Wealth Enhancement Advisory Services’s Donnelley Financial Solutions DFIN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DFIN Stock Details DFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$228K Buy
15,298
+2,702
+21% +$118K ﹤0.01% 3467
2026
Q1 		$127K Buy
12,596
+10,490
+498% +$514K ﹤0.01% 3265
2025
Q4 		$130K Buy
2,106
+1,138
+118% +$55K ﹤0.01% 3377
2025
Q3 		$52K Buy
+968
New +$55.2K ﹤0.01% 3425

Other funds holding DFIN

IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Donnelley Financial Solutions (DFIN) stake by 21% in Q2 2026, buying an estimated $118K and bringing the position to 15,298 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #3467.

Wealth Enhancement Advisory Services first reported a position in DFIN in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,298 shares of Donnelley Financial Solutions worth $228K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,702 Donnelley Financial Solutions shares in Q2 2026, an estimated $118K.
  • Donnelley Financial Solutions made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3467 holding.
  • Wealth Enhancement Advisory Services first reported a position in Donnelley Financial Solutions in Q3 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

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