Wealth Enhancement Advisory Services’s Enerpac Tool Group EPAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$358K	Buy	10,261 +2,746	+37%	+$98.8K	﹤0.01%	3163
2026 Q2	$264K	Buy	+7,515	New	+$264K	﹤0.01%	3324
2026 Q1	–	Sell	-5,921	Closed	-$238K	–	3670
2025 Q4	$238K	Sell	5,921 -67	-1%	-$2.65K	﹤0.01%	3130
2025 Q3	$239K	Buy	5,988 +153	+3%	+$6.18K	﹤0.01%	2978
2025 Q2	$222K	Sell	5,835 -1,010	-15%	-$42.5K	﹤0.01%	2901
2025 Q1	$307K	Buy	6,845 +440	+7%	+$19.5K	﹤0.01%	2433
2024 Q4	$263K	Buy	6,405 +787	+14%	+$36K	﹤0.01%	2485
2024 Q3	$235K	Buy	+5,618	New	+$225K	﹤0.01%	2344

Other funds holding EPAC

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

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

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

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

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

Champlain Investment Partners Burlington, Vermont $2.9B AUM 23.58% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Enerpac Tool Group (EPAC) stake by 37% in Q3 2026, buying an estimated $98.8K and bringing the position to 10,261 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #3163.

Wealth Enhancement Advisory Services first reported a position in EPAC in Q3 2024 and has held it in 8 quarters since. 155 funds tracked by Wall St. Rank hold EPAC as of Q3 2026.

Wealth Enhancement Advisory Services held 10,261 shares of Enerpac Tool Group worth $358K as of Q3 2026.
Wealth Enhancement Advisory Services bought 2,746 Enerpac Tool Group shares in Q3 2026, an estimated $98.8K.
Enerpac Tool Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3163 holding.
Wealth Enhancement Advisory Services first reported a position in Enerpac Tool Group in Q3 2024 and has held it in 8 quarters since.
155 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2026.

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