Wealth Enhancement Advisory Services
DSP icon

Wealth Enhancement Advisory Services’s Viant Technology DSP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DSP Stock Details DSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-22,822
Closed -$301K – 4281
2026
Q2 		$301K Buy
+22,822
New +$257K ﹤0.01% 3199

Other funds holding DSP

TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's DSP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of Viant Technology (DSP) in Q3 2026, closing a stake of 22,822 shares — an estimated $301K sold.

Wealth Enhancement Advisory Services first reported a position in DSP in Q2 2026 and held it in 1 quarter. The position peaked at $301K in Q2 2026. 7 funds tracked by Wall St. Rank hold DSP as of Q3 2026.

  • Wealth Enhancement Advisory Services reported no remaining Viant Technology position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 22,822 Viant Technology shares in Q3 2026, an estimated $301K.
  • Wealth Enhancement Advisory Services first reported a position in Viant Technology in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Viant Technology position peaked at $301K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Viant Technology as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.