Wealth Enhancement Advisory Services
FATE icon

Wealth Enhancement Advisory Services’s Fate Therapeutics FATE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FATE Stock Details FATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248K Buy
90,481
+18,990
+27% +$35.1K ﹤0.01% 3389
2026
Q1 		$87.2K Buy
71,491
+36,566
+105% +$44.5K ﹤0.01% 3342
2025
Q4 		$35.3K Sell
34,925
-3,818
-10% -$4.58K ﹤0.01% 3547
2025
Q3 		$53.9K Buy
38,743
+3,396
+10% +$3.66K ﹤0.01% 3417
2025
Q2 		$39.6K Buy
35,347
+5,438
+18% +$6.32K ﹤0.01% 3248
2025
Q1 		$23.6K Buy
+29,909
New +$36.7K ﹤0.01% 2908

Other funds holding FATE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Fate Therapeutics (FATE) stake by 27% in Q2 2026, buying an estimated $35.1K and bringing the position to 90,481 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #3389.

Wealth Enhancement Advisory Services first reported a position in FATE in Q1 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 90,481 shares of Fate Therapeutics worth $248K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 18,990 Fate Therapeutics shares in Q2 2026, an estimated $35.1K.
  • Fate Therapeutics made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3389 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fate Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

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