Wealth Enhancement Advisory Services
FISI icon

Wealth Enhancement Advisory Services’s Financial Institutions FISI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$548K Buy
+14,118
New +$502K ﹤0.01% 2594
2026
Q1 		– Sell
-11,137
Closed -$350K – 3691
2025
Q4 		$350K Buy
11,137
+126
+1% +$3.71K ﹤0.01% 2788
2025
Q3 		$301K Buy
11,011
+363
+3% +$9.69K ﹤0.01% 2790
2025
Q2 		$292K Sell
10,648
-1,272
-11% -$31.7K ﹤0.01% 2663
2025
Q1 		$298K Sell
11,920
-2,739
-19% -$74K ﹤0.01% 2459
2024
Q4 		$400K Sell
14,659
-73
-0.5% -$1.92K ﹤0.01% 2153
2024
Q3 		$375K Buy
14,732
+2,456
+20% +$58.7K ﹤0.01% 2028
2024
Q2 		$237K Buy
12,276
+1,216
+11% +$21.6K ﹤0.01% 2159
2024
Q1 		$208K Sell
11,060
-169
-2% -$3.34K ﹤0.01% 2171
2023
Q4 		$239K Buy
11,229
+504
+5% +$8.99K ﹤0.01% 1990
2023
Q3 		$181K Buy
+10,725
New +$189K ﹤0.01% 2024

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Financial Institutions (FISI) in Q2 2026: 14,118 shares worth $548K. The stake represents ﹤0.01% of the portfolio and ranks #2594 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in FISI as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in FISI in Q3 2023 and has held it in 11 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 14,118 shares of Financial Institutions worth $548K as of Q2 2026.
  • Financial Institutions was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Financial Institutions made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2594 holding.
  • Wealth Enhancement Advisory Services first reported a position in Financial Institutions in Q3 2023 and has held it in 11 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

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