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Wealth Enhancement Advisory Services’s
Element Solutions
ESI
Stock Holding History
Wealth Enhancement Advisory Services’s Portfolio
ESI Stock Details
ESI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$543K
Sell
15,926
-17,028
-52%
-$534K
﹤0.01%
2255
2025
Q4
$908K
Buy
32,954
+6,041
+22%
+$157K
﹤0.01%
2022
2025
Q3
$712K
Buy
26,913
+3,210
+14%
+$80K
﹤0.01%
2089
2025
Q2
$569K
Sell
23,703
-35,399
-60%
-$742K
﹤0.01%
2132
2025
Q1
$1.34M
Buy
59,102
+30,953
+110%
+$791K
﹤0.01%
1455
2024
Q4
$716K
Buy
28,149
+5,966
+27%
+$161K
﹤0.01%
1741
2024
Q3
$602K
Buy
22,183
+4,893
+28%
+$128K
﹤0.01%
1694
2024
Q2
$469K
Buy
17,290
+26
+0.2%
+$640
﹤0.01%
1685
2024
Q1
$431K
Sell
17,264
-10,829
-39%
-$252K
﹤0.01%
1679
2023
Q4
$650K
Sell
28,093
-309
-1%
-$6.24K
﹤0.01%
1357
2023
Q3
$557K
Buy
28,402
+13,510
+91%
+$268K
﹤0.01%
1368
2023
Q2
$286K
Hold
14,892
–
–
﹤0.01%
443
2023
Q1
$288K
Buy
+14,892
New
+$294K
﹤0.01%
446
Other funds holding ESI
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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