Wealth Enhancement Advisory Services’s Federated Hermes FHI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FHI Stock Details FHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$479K	Buy	8,045 +124	+2%	+$7.01K	﹤0.01%	2730
2026 Q1	$458K	Buy	7,921 +430	+6%	+$23.5K	﹤0.01%	2388
2025 Q4	$398K	Sell	7,491 -39	-0.5%	-$1.98K	﹤0.01%	2662
2025 Q3	$399K	Buy	+7,530	New	+$382K	﹤0.01%	2555

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Federated Hermes (FHI) stake by 1.6% in Q2 2026, buying an estimated $7.01K and bringing the position to 8,045 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #2730.

Wealth Enhancement Advisory Services first reported a position in FHI in Q3 2025 and has held it in 4 quarters since. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Wealth Enhancement Advisory Services held 8,045 shares of Federated Hermes worth $479K as of Q2 2026.
Wealth Enhancement Advisory Services bought 124 Federated Hermes shares in Q2 2026, an estimated $7.01K.
Federated Hermes made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2730 holding.
Wealth Enhancement Advisory Services first reported a position in Federated Hermes in Q3 2025 and has held it in 4 quarters since.
391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

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