Wealth Enhancement Advisory Services
DX

Wealth Enhancement Advisory Services’s Dynex Capital DX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DX Stock Details DX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$374K Buy
28,477
+6,444
+29% +$84.8K ﹤0.01% 2978
2026
Q1 		$284K Buy
22,033
+5,575
+34% +$76.7K ﹤0.01% 2831
2025
Q4 		$232K Buy
16,458
+4,473
+37% +$60.4K ﹤0.01% 3151
2025
Q3 		$154K Sell
11,985
-11,405
-49% -$143K ﹤0.01% 3225
2025
Q2 		$300K Buy
+23,390
New +$284K ﹤0.01% 2644

Other funds holding DX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Dynex Capital (DX) stake by 29% in Q2 2026, buying an estimated $84.8K and bringing the position to 28,477 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #2978.

Wealth Enhancement Advisory Services first reported a position in DX in Q2 2025 and has held it in 5 quarters since. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 28,477 shares of Dynex Capital worth $374K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 6,444 Dynex Capital shares in Q2 2026, an estimated $84.8K.
  • Dynex Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2978 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dynex Capital in Q2 2025 and has held it in 5 quarters since.
  • 288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

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