Wealth Enhancement Advisory Services
FDS icon

Wealth Enhancement Advisory Services’s Factset FDS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.4M Buy
32,095
+23,546
+275% +$5.41M 0.01% 807
2026
Q1 		$1.95M Sell
8,549
-12,354
-59% -$2.88M ﹤0.01% 1403
2025
Q4 		$6.13M Buy
20,903
+14,819
+244% +$4.16M 0.01% 919
2025
Q3 		$1.68M Buy
6,084
+321
+6% +$123K ﹤0.01% 1551
2025
Q2 		$2.58M Sell
5,763
-164
-3% -$71.8K ﹤0.01% 1230
2025
Q1 		$2.69M Buy
5,927
+1,557
+36% +$709K 0.01% 1096
2024
Q4 		$2.1M Buy
4,370
+251
+6% +$119K ﹤0.01% 1164
2024
Q3 		$1.89M Sell
4,119
-115
-3% -$48.8K ﹤0.01% 1083
2024
Q2 		$1.73M Buy
4,234
+492
+13% +$209K ﹤0.01% 1048
2024
Q1 		$1.7M Buy
3,742
+10
+0.3% +$4.66K ﹤0.01% 1008
2023
Q4 		$1.78M Buy
3,732
+136
+4% +$61.2K 0.01% 938
2023
Q3 		$1.57M Buy
+3,596
New +$1.53M 0.01% 943
2023
Q1 		– Sell
-3,065
Closed -$1.29M – 533
2022
Q4 		$1.29M Buy
+3,065
New +$1.31M 0.02% 203
2015
Q4 		– Sell
-5,503
Closed -$895K – 123
2015
Q3 		$895K Buy
5,503
+801
+17% +$131K 0.27% 75
2015
Q2 		$764K Sell
4,702
-800
-15% -$130K 0.24% 82
2015
Q1 		$876K Buy
5,502
+555
+11% +$83.2K 0.34% 57
2014
Q4 		$696K Buy
+4,947
New +$657K 0.27% 62

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HC
Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Factset (FDS) stake by 275% in Q2 2026, buying an estimated $5.41M and bringing the position to 32,095 shares worth $7.4M. The position accounts for 0.01% of the portfolio, ranked #807.

Wealth Enhancement Advisory Services first reported a position in FDS in Q4 2014 and has held it in 17 quarters since. 119 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 32,095 shares of Factset worth $7.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 23,546 Factset shares in Q2 2026, an estimated $5.41M.
  • Factset made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #807 holding.
  • Wealth Enhancement Advisory Services first reported a position in Factset in Q4 2014 and has held it in 17 quarters since.
  • 119 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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