Wealth Enhancement Advisory Services
FRME icon

Wealth Enhancement Advisory Services’s First Merchants FRME Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FRME Stock Details FRME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$861K Buy
19,971
+7,233
+57% +$294K ﹤0.01% 2189
2026
Q1 		$502K Sell
12,738
-941
-7% -$36.7K ﹤0.01% 2315
2025
Q4 		$524K Buy
13,679
+857
+7% +$31.7K ﹤0.01% 2439
2025
Q3 		$488K Buy
12,822
+6,417
+100% +$256K ﹤0.01% 2388
2025
Q2 		$261K Buy
+6,405
New +$237K ﹤0.01% 2750

Other funds holding FRME

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its First Merchants (FRME) stake by 57% in Q2 2026, buying an estimated $294K and bringing the position to 19,971 shares worth $861K. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Wealth Enhancement Advisory Services first reported a position in FRME in Q2 2025 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Wealth Enhancement Advisory Services held 19,971 shares of First Merchants worth $861K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,233 First Merchants shares in Q2 2026, an estimated $294K.
  • First Merchants made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2189 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Merchants in Q2 2025 and has held it in 5 quarters since.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

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