Wealth Enhancement Advisory Services
FIVE icon

Wealth Enhancement Advisory Services’s Five Below FIVE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.1M Buy
58,911
+18,160
+45% +$4.07M 0.02% 684
2026
Q2 		$7.02M Buy
40,751
+15
+0% +$3.23K 0.01% 829
2026
Q1 		$8.64M Buy
40,736
+17,153
+73% +$3.59M 0.02% 654
2025
Q4 		$4.79M Buy
23,583
+9,910
+72% +$1.61M 0.01% 1039
2025
Q3 		$2.03M Buy
13,673
+555
+4% +$78.5K ﹤0.01% 1429
2025
Q2 		$1.74M Sell
13,118
-1,341
-9% -$131K ﹤0.01% 1432
2025
Q1 		$1.08M Buy
14,459
+7,258
+101% +$638K ﹤0.01% 1560
2024
Q4 		$756K Buy
7,201
+2,965
+70% +$284K ﹤0.01% 1708
2024
Q3 		$374K Sell
4,236
-1,562
-27% -$132K ﹤0.01% 2030
2024
Q2 		$632K Buy
5,798
+3,327
+135% +$461K ﹤0.01% 1494
2024
Q1 		$448K Buy
2,471
+289
+13% +$55.7K ﹤0.01% 1647
2023
Q4 		$465K Buy
2,182
+20
+0.9% +$3.67K ﹤0.01% 1550
2023
Q3 		$348K Buy
+2,162
New +$395K ﹤0.01% 1648

Other funds holding FIVE

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's FIVE Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Five Below (FIVE) stake by 45% in Q3 2026, buying an estimated $4.07M and bringing the position to 58,911 shares worth $11.1M. The position accounts for 0.02% of the portfolio, ranked #684.

Wealth Enhancement Advisory Services first reported a position in FIVE in Q3 2023 and has held it in 13 quarters since. 120 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Wealth Enhancement Advisory Services held 58,911 shares of Five Below worth $11.1M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 18,160 Five Below shares in Q3 2026, an estimated $4.07M.
  • Five Below made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #684 holding.
  • Wealth Enhancement Advisory Services first reported a position in Five Below in Q3 2023 and has held it in 13 quarters since.
  • 120 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.