Wealth Enhancement Advisory Services
EXFY icon

Wealth Enhancement Advisory Services’s Expensify EXFY Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105K Buy
55,355
+38,027
+219% +$42.7K ﹤0.01% 3784
2026
Q1 		$15.6K Buy
+17,328
New +$20.6K ﹤0.01% 3521
2025
Q4 		– Sell
-12,907
Closed -$21.9K – 3696
2025
Q3 		$21.9K Buy
+12,907
New +$26.1K ﹤0.01% 3503

Other funds holding EXFY

WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Expensify (EXFY) stake by 219% in Q2 2026, buying an estimated $42.7K and bringing the position to 55,355 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #3784.

Wealth Enhancement Advisory Services first reported a position in EXFY in Q3 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 55,355 shares of Expensify worth $105K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 38,027 Expensify shares in Q2 2026, an estimated $42.7K.
  • Expensify made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3784 holding.
  • Wealth Enhancement Advisory Services first reported a position in Expensify in Q3 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

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