Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Donegal Group Class A DGICA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$395K	Buy	20,946 +866	+4%	+$15K	﹤0.01%	2924
2026 Q1	$347K	Sell	20,080 -1,080	-5%	-$19.6K	﹤0.01%	2634
2025 Q4	$415K	Buy	21,160 +3,301	+18%	+$64.8K	﹤0.01%	2626
2025 Q3	$351K	Buy	17,859 +3,281	+23%	+$60K	﹤0.01%	2650
2025 Q2	$282K	Buy	14,578 +703	+5%	+$13.6K	﹤0.01%	2697
2025 Q1	$272K	Buy	13,875 +2,695	+24%	+$43.8K	﹤0.01%	2523
2024 Q4	$173K	Buy	+11,180	New	+$174K	﹤0.01%	2724

Other funds holding DGICA

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Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return