Wealth Enhancement Advisory Services
FIVN icon

Wealth Enhancement Advisory Services’s FIVE9 FIVN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$713K Buy
28,050
+9,592
+52% +$189K ﹤0.01% 2362
2026
Q1 		$277K Buy
18,458
+3,007
+19% +$52.3K ﹤0.01% 2853
2025
Q4 		$305K Buy
+15,451
New +$328K ﹤0.01% 2906

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VC
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its FIVE9 (FIVN) stake by 52% in Q2 2026, buying an estimated $189K and bringing the position to 28,050 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

Wealth Enhancement Advisory Services first reported a position in FIVN in Q4 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 28,050 shares of FIVE9 worth $713K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 9,592 FIVE9 shares in Q2 2026, an estimated $189K.
  • FIVE9 made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2362 holding.
  • Wealth Enhancement Advisory Services first reported a position in FIVE9 in Q4 2025 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

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