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
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its EXL Service (EXLS) stake by 16% in Q2 2026, selling an estimated $444K and leaving 76,476 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Wealth Enhancement Advisory Services first reported a position in EXLS in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.03M in Q1 2026. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 76,476 shares of EXL Service worth $1.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 15,084 EXL Service shares in Q2 2026, an estimated $444K.
  • EXL Service made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1839 holding.
  • Wealth Enhancement Advisory Services first reported a position in EXL Service in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's EXL Service position peaked at $2.03M in Q1 2026.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

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