Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Evertec EVTC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$524K Buy
17,847
+1,002
+6% +$29.6K ﹤0.01% 2766
2026
Q2 		$493K Buy
+16,845
New +$448K ﹤0.01% 2703

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Nicholas Company
Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Evertec (EVTC) stake by 5.9% in Q3 2026, buying an estimated $29.6K and bringing the position to 17,847 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #2766.

Wealth Enhancement Advisory Services first reported a position in EVTC in Q2 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold EVTC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 17,847 shares of Evertec worth $524K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,002 Evertec shares in Q3 2026, an estimated $29.6K.
  • Evertec made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2766 holding.
  • Wealth Enhancement Advisory Services first reported a position in Evertec in Q2 2026 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Evertec as of Q3 2026.

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