Wealth Enhancement Advisory Services
EFSC icon

Wealth Enhancement Advisory Services’s Enterprise Financial Services Corp EFSC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio EFSC Stock Details EFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,552
Closed -$360K – 3664
2025
Q4 		$360K Sell
6,552
-1,270
-16% -$69.7K ﹤0.01% 2754
2025
Q3 		$450K Buy
7,822
+942
+14% +$54.8K ﹤0.01% 2449
2025
Q2 		$395K Sell
6,880
-760
-10% -$39.6K ﹤0.01% 2400
2025
Q1 		$411K Buy
7,640
+302
+4% +$17.4K ﹤0.01% 2182
2024
Q4 		$414K Buy
7,338
+699
+11% +$39.1K ﹤0.01% 2126
2024
Q3 		$340K Buy
6,639
+37
+0.6% +$1.82K ﹤0.01% 2085
2024
Q2 		$270K Buy
6,602
+118
+2% +$4.58K ﹤0.01% 2056
2024
Q1 		$263K Buy
6,484
+35
+0.5% +$1.43K ﹤0.01% 2000
2023
Q4 		$288K Buy
6,449
+28
+0.4% +$1.09K ﹤0.01% 1846
2023
Q3 		$241K Buy
+6,421
New +$256K ﹤0.01% 1876

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Enhancement Advisory Services's EFSC Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Enterprise Financial Services Corp (EFSC) in Q1 2026, closing a stake of 6,552 shares — an estimated $360K sold.

Wealth Enhancement Advisory Services first reported a position in EFSC in Q3 2023 and held it in 10 quarters. The position peaked at $450K in Q3 2025. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Enterprise Financial Services Corp position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 6,552 Enterprise Financial Services Corp shares in Q1 2026, an estimated $360K.
  • Wealth Enhancement Advisory Services first reported a position in Enterprise Financial Services Corp in Q3 2023 and held it in 10 quarters.
  • Wealth Enhancement Advisory Services's Enterprise Financial Services Corp position peaked at $450K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.