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 Q2	$493K	Buy	+16,845	New	+$448K	﹤0.01%	2703

Other funds holding EVTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Evertec (EVTC) in Q2 2026: 16,845 shares worth $493K. The stake represents ﹤0.01% of the portfolio and ranks #2703 among its holdings.

253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

Wealth Enhancement Advisory Services held 16,845 shares of Evertec worth $493K as of Q2 2026.
Evertec was a new Wealth Enhancement Advisory Services position in Q2 2026.
Evertec made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2703 holding.
253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

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