Wealth Enhancement Advisory Services’s Cedar Fair FUN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FUN Stock Details FUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251K	Buy	+12,913	New	+$264K	﹤0.01%	3378
2025 Q3	–	Sell	-8,923	Closed	-$287K	–	3629
2025 Q2	$287K	Buy	8,923 +484	+6%	+$16.2K	﹤0.01%	2677
2025 Q1	$301K	Buy	8,439 +4	+0%	+$170	﹤0.01%	2452
2024 Q4	$406K	Sell	8,435 -499	-6%	-$21.9K	﹤0.01%	2142
2024 Q3	$360K	Buy	8,934 +1,246	+16%	+$57K	﹤0.01%	2055
2024 Q2	$418K	Buy	7,688 +1,620	+27%	+$69.7K	﹤0.01%	1751
2024 Q1	$254K	Sell	6,068 -145	-2%	-$5.91K	﹤0.01%	2027
2023 Q4	$247K	Sell	6,213 -48	-0.8%	-$1.8K	﹤0.01%	1961
2023 Q3	$232K	Buy	+6,261	New	+$244K	﹤0.01%	1913

Other funds holding FUN

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Cedar Fair (FUN) in Q2 2026: 12,913 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #3378 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in FUN as recently as Q2 2025.

Wealth Enhancement Advisory Services first reported a position in FUN in Q3 2023 and has held it in 9 quarters since. The position peaked at $418K in Q2 2024. 29 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

Wealth Enhancement Advisory Services held 12,913 shares of Cedar Fair worth $251K as of Q2 2026.
Cedar Fair was a new Wealth Enhancement Advisory Services position in Q2 2026.
Cedar Fair made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3378 holding.
Wealth Enhancement Advisory Services first reported a position in Cedar Fair in Q3 2023 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's Cedar Fair position peaked at $418K in Q2 2024.
29 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

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