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

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MPAM

Murphy Pohlad Asset Management Eden Prairie, Minnesota $287M AUM 38.81% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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. 74 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.
74 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.