Wealth Enhancement Advisory Services
FDUS icon

Wealth Enhancement Advisory Services’s Fidus Investment FDUS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-18,988
Closed -$374K – 3688
2025
Q4 		$374K Sell
18,988
-985
-5% -$19.6K ﹤0.01% 2721
2025
Q3 		$399K Sell
19,973
-489
-2% -$10.3K ﹤0.01% 2554
2025
Q2 		$425K Buy
20,462
+2,417
+13% +$47.2K ﹤0.01% 2342
2025
Q1 		$368K Buy
18,045
+4,778
+36% +$105K ﹤0.01% 2280
2024
Q4 		$279K Buy
13,267
+1,000
+8% +$20.3K ﹤0.01% 2434
2024
Q3 		$240K Sell
12,267
-599
-5% -$11.8K ﹤0.01% 2331
2024
Q2 		$251K Buy
12,866
+2,140
+20% +$42.5K ﹤0.01% 2118
2024
Q1 		$212K Sell
10,726
-1
-0% -$20 ﹤0.01% 2161
2023
Q4 		$211K Buy
10,727
+29
+0.3% +$553 ﹤0.01% 2065
2023
Q3 		$205K Buy
+10,698
New +$211K ﹤0.01% 1987

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wealth Enhancement Advisory Services's FDUS Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Fidus Investment (FDUS) in Q1 2026, closing a stake of 18,988 shares — an estimated $374K sold.

Wealth Enhancement Advisory Services first reported a position in FDUS in Q3 2023 and held it in 10 quarters. The position peaked at $425K in Q2 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Fidus Investment position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 18,988 Fidus Investment shares in Q1 2026, an estimated $374K.
  • Wealth Enhancement Advisory Services first reported a position in Fidus Investment in Q3 2023 and held it in 10 quarters.
  • Wealth Enhancement Advisory Services's Fidus Investment position peaked at $425K in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.