Wealth Enhancement Advisory Services

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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

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

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

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