Wealth Enhancement Advisory Services
FPH icon

Wealth Enhancement Advisory Services’s Five Point Holdings FPH Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FPH Stock Details FPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.8K Sell
14,664
-212
-1% -$1.06K ﹤0.01% 3856
2026
Q1 		$72.9K Buy
14,876
+115
+0.8% +$617 ﹤0.01% 3378
2025
Q4 		$84.9K Buy
14,761
+10
+0.1% +$59 ﹤0.01% 3466
2025
Q3 		$88.9K Buy
14,751
+74
+0.5% +$430 ﹤0.01% 3351
2025
Q2 		$84.5K Buy
+14,677
New +$78.5K ﹤0.01% 3165

Other funds holding FPH

RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
I
Immersion Aventura, Florida $179M AUM 2.51% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $773M AUM 8.9% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Five Point Holdings (FPH) stake by 1.4% in Q2 2026, selling an estimated $1.06K and leaving 14,664 shares worth $74.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3856.

Wealth Enhancement Advisory Services first reported a position in FPH in Q2 2025 and has held it in 5 quarters since. The position peaked at $88.9K in Q3 2025. 86 funds tracked by Wall St. Rank hold FPH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 14,664 shares of Five Point Holdings worth $74.8K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 212 Five Point Holdings shares in Q2 2026, an estimated $1.06K.
  • Five Point Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3856 holding.
  • Wealth Enhancement Advisory Services first reported a position in Five Point Holdings in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Five Point Holdings position peaked at $88.9K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Five Point Holdings as of Q2 2026.

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