Wealth Enhancement Advisory Services
FPI icon

Wealth Enhancement Advisory Services’s Farmland Partners FPI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$307K Buy
29,240
+10,843
+59% +$110K ﹤0.01% 3320
2026
Q2 		$177K Buy
+18,397
New +$196K ﹤0.01% 3632
2026
Q1 		– Sell
-46,537
Closed -$469K – 3700
2025
Q4 		$469K Buy
46,537
+4,780
+11% +$47.9K ﹤0.01% 2527
2025
Q3 		$437K Buy
41,757
+2,126
+5% +$23.3K ﹤0.01% 2472
2025
Q2 		$459K Buy
39,631
+1,646
+4% +$17.6K ﹤0.01% 2289
2025
Q1 		$424K Buy
37,985
+18,207
+92% +$209K ﹤0.01% 2166
2024
Q4 		$233K Buy
19,778
+103
+0.5% +$1.21K ﹤0.01% 2585
2024
Q3 		$206K Sell
19,675
-4,999
-20% -$52.8K ﹤0.01% 2437
2024
Q2 		$284K Sell
24,674
-512
-2% -$5.63K ﹤0.01% 2019
2024
Q1 		$280K Buy
25,186
+5,572
+28% +$62.6K ﹤0.01% 1971
2023
Q4 		$245K Buy
19,614
+74
+0.4% +$857 ﹤0.01% 1969
2023
Q3 		$200K Buy
+19,540
New +$223K ﹤0.01% 2006

Other funds holding FPI

HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Farmland Partners (FPI) stake by 59% in Q3 2026, buying an estimated $110K and bringing the position to 29,240 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #3320.

Wealth Enhancement Advisory Services first reported a position in FPI in Q3 2023 and has held it in 12 quarters since. The position peaked at $469K in Q4 2025. 12 funds tracked by Wall St. Rank hold FPI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 29,240 shares of Farmland Partners worth $307K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 10,843 Farmland Partners shares in Q3 2026, an estimated $110K.
  • Farmland Partners made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3320 holding.
  • Wealth Enhancement Advisory Services first reported a position in Farmland Partners in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Farmland Partners position peaked at $469K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Farmland Partners as of Q3 2026.

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