Wealth Enhancement Advisory Services’s DoubleVerify DV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.08M	Buy	79,864 +5,207	+7%	+$65.5K	﹤0.01%	2126
2026 Q2	$871K	Sell	74,657 -79,192	-51%	-$815K	﹤0.01%	2181
2026 Q1	$1.4M	Buy	153,849 +81,132	+112%	+$829K	﹤0.01%	1593
2025 Q4	$795K	Buy	72,717 +20,445	+39%	+$226K	﹤0.01%	2114
2025 Q3	$586K	Sell	52,272 -9,864	-16%	-$146K	﹤0.01%	2232
2025 Q2	$958K	Sell	62,136 -35,004	-36%	-$480K	﹤0.01%	1778
2025 Q1	$1.3M	Buy	97,140 +39,368	+68%	+$729K	﹤0.01%	1473
2024 Q4	$1.11M	Buy	57,772 +29,745	+106%	+$560K	﹤0.01%	1479
2024 Q3	$472K	Buy	+28,027	New	+$534K	﹤0.01%	1864

Other funds holding DV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $10.2B AUM 0.67% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its DoubleVerify (DV) stake by 7% in Q3 2026, buying an estimated $65.5K and bringing the position to 79,864 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Wealth Enhancement Advisory Services first reported a position in DV in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q1 2026. 230 funds tracked by Wall St. Rank hold DV as of Q3 2026.

Wealth Enhancement Advisory Services held 79,864 shares of DoubleVerify worth $1.08M as of Q3 2026.
Wealth Enhancement Advisory Services bought 5,207 DoubleVerify shares in Q3 2026, an estimated $65.5K.
DoubleVerify made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2126 holding.
Wealth Enhancement Advisory Services first reported a position in DoubleVerify in Q3 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's DoubleVerify position peaked at $1.4M in Q1 2026.
230 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2026.

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