Wealth Enhancement Advisory Services
ERIE icon

Wealth Enhancement Advisory Services’s Erie Indemnity ERIE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$558K Buy
2,214
+903
+69% +$207K ﹤0.01% 2585
2026
Q1 		$327K Buy
1,311
+486
+59% +$130K ﹤0.01% 2688
2025
Q4 		$235K Buy
825
+19
+2% +$5.67K ﹤0.01% 3137
2025
Q3 		$257K Buy
806
+18
+2% +$6.22K ﹤0.01% 2915
2025
Q2 		$273K Sell
788
-21
-3% -$7.79K ﹤0.01% 2718
2025
Q1 		$339K Buy
809
+99
+14% +$40.4K ﹤0.01% 2347
2024
Q4 		$293K Buy
710
+70
+11% +$31.3K ﹤0.01% 2403
2024
Q3 		$345K Sell
640
-141
-18% -$64.2K ﹤0.01% 2076
2024
Q2 		$283K Buy
781
+24
+3% +$9.12K ﹤0.01% 2023
2024
Q1 		$304K Buy
757
+25
+3% +$9.2K ﹤0.01% 1914
2023
Q4 		$245K Buy
732
+45
+7% +$13.5K ﹤0.01% 1966
2023
Q3 		$202K Buy
+687
New +$178K ﹤0.01% 2000
2023
Q1 		– Sell
-4,239
Closed -$1.02M – 531
2022
Q4 		$1.02M Buy
+4,239
New +$1.09M 0.01% 218

Other funds holding ERIE

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Erie Indemnity (ERIE) stake by 69% in Q2 2026, buying an estimated $207K and bringing the position to 2,214 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #2585.

Wealth Enhancement Advisory Services first reported a position in ERIE in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.02M in Q4 2022. 42 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,214 shares of Erie Indemnity worth $558K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 903 Erie Indemnity shares in Q2 2026, an estimated $207K.
  • Erie Indemnity made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2585 holding.
  • Wealth Enhancement Advisory Services first reported a position in Erie Indemnity in Q4 2022 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Erie Indemnity position peaked at $1.02M in Q4 2022.
  • 42 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

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