Wealth Enhancement Advisory Services
GWRE icon

Wealth Enhancement Advisory Services’s Guidewire Software GWRE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.16M Buy
45,286
+354
+0.8% +$47.2K 0.01% 889
2026
Q1 		$6.78M Sell
44,932
-11,047
-20% -$1.68M 0.01% 746
2025
Q4 		$10.5M Buy
55,979
+4,285
+8% +$948K 0.01% 679
2025
Q3 		$11.7M Buy
51,694
+18,774
+57% +$4.27M 0.02% 599
2025
Q2 		$7.58M Buy
32,920
+1,262
+4% +$271K 0.01% 725
2025
Q1 		$5.93M Sell
31,658
-12,527
-28% -$2.43M 0.01% 764
2024
Q4 		$7.45M Buy
44,185
+1,282
+3% +$239K 0.01% 656
2024
Q3 		$7.85M Buy
42,903
+7,328
+21% +$1.11M 0.02% 594
2024
Q2 		$4.91M Buy
35,575
+345
+1% +$41.5K 0.01% 698
2024
Q1 		$4.11M Buy
+35,230
New +$4.03M 0.01% 718

Other funds holding GWRE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
Handelsbanken Fonder
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
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Guidewire Software (GWRE) stake by 0.79% in Q2 2026, buying an estimated $47.2K and bringing the position to 45,286 shares worth $6.16M. The position accounts for 0.01% of the portfolio, ranked #889.

Wealth Enhancement Advisory Services first reported a position in GWRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.7M in Q3 2025. 64 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 45,286 shares of Guidewire Software worth $6.16M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 354 Guidewire Software shares in Q2 2026, an estimated $47.2K.
  • Guidewire Software made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #889 holding.
  • Wealth Enhancement Advisory Services first reported a position in Guidewire Software in Q1 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's Guidewire Software position peaked at $11.7M in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

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