Wealth Enhancement Advisory Services
ESP icon

Wealth Enhancement Advisory Services’s Espey Mfg & Electronics Corp ESP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ESP Stock Details ESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,624
Closed -$219K – 3627
2025
Q2 		$219K Buy
+4,624
New +$160K ﹤0.01% 2911
2024
Q2 		– Sell
-11,289
Closed -$285K – 2641
2024
Q1 		$285K Buy
+11,289
New +$261K ﹤0.01% 1952

Other funds holding ESP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services's ESP Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Espey Mfg & Electronics Corp (ESP) in Q3 2025, closing a stake of 4,624 shares — an estimated $219K sold.

Wealth Enhancement Advisory Services first reported a position in ESP in Q1 2024 and held it in 2 quarters. The position peaked at $285K in Q1 2024. 52 funds tracked by Wall St. Rank hold ESP as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Espey Mfg & Electronics Corp position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 4,624 Espey Mfg & Electronics Corp shares in Q3 2025, an estimated $219K.
  • Wealth Enhancement Advisory Services first reported a position in Espey Mfg & Electronics Corp in Q1 2024 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Espey Mfg & Electronics Corp position peaked at $285K in Q1 2024.
  • 52 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.