Wealth Enhancement Advisory Services
EXLS icon

Wealth Enhancement Advisory Services’s EXL Service EXLS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.4M Buy
116,738
+40,262
+53% +$1.34M 0.01% 1333
2026
Q2 		$1.4M Sell
76,476
-15,084
-16% -$444K ﹤0.01% 1839
2026
Q1 		$2.03M Buy
91,560
+47,192
+106% +$1.63M ﹤0.01% 1386
2025
Q4 		$1.89M Buy
44,368
+15,936
+56% +$651K ﹤0.01% 1549
2025
Q3 		$1.2M Buy
28,432
+13,928
+96% +$603K ﹤0.01% 1741
2025
Q2 		$657K Sell
14,504
-608
-4% -$27.8K ﹤0.01% 2017
2025
Q1 		$713K Buy
15,112
+286
+2% +$13.8K ﹤0.01% 1810
2024
Q4 		$658K Buy
14,826
+1,481
+11% +$64.1K ﹤0.01% 1797
2024
Q3 		$509K Buy
13,345
+653
+5% +$22.8K ﹤0.01% 1823
2024
Q2 		$398K Sell
12,692
-981
-7% -$29.4K ﹤0.01% 1789
2024
Q1 		$435K Sell
13,673
-730
-5% -$22.7K ﹤0.01% 1670
2023
Q4 		$444K Sell
14,403
-2,740
-16% -$77.6K ﹤0.01% 1582
2023
Q3 		$481K Buy
+17,143
New +$502K ﹤0.01% 1446

Other funds holding EXLS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its EXL Service (EXLS) stake by 53% in Q3 2026, buying an estimated $1.34M and bringing the position to 116,738 shares worth $3.4M. The position accounts for 0.01% of the portfolio, ranked #1333.

Wealth Enhancement Advisory Services first reported a position in EXLS in Q3 2023 and has held it in 13 quarters since. 361 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 116,738 shares of EXL Service worth $3.4M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 40,262 EXL Service shares in Q3 2026, an estimated $1.34M.
  • EXL Service made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1333 holding.
  • Wealth Enhancement Advisory Services first reported a position in EXL Service in Q3 2023 and has held it in 13 quarters since.
  • 361 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

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