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 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 $6.73T AUM 46.02% 1-Year Est. Return

PEP

Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its DoubleVerify (DV) stake by 51% in Q2 2026, selling an estimated $815K and leaving 74,657 shares worth $871K. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

Wealth Enhancement Advisory Services first reported a position in DV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q1 2026. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

Wealth Enhancement Advisory Services held 74,657 shares of DoubleVerify worth $871K as of Q2 2026.
Wealth Enhancement Advisory Services sold 79,192 DoubleVerify shares in Q2 2026, an estimated $815K.
DoubleVerify made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2181 holding.
Wealth Enhancement Advisory Services first reported a position in DoubleVerify in Q3 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's DoubleVerify position peaked at $1.4M in Q1 2026.
317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

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