Wealth Enhancement Advisory Services
HCI icon

Wealth Enhancement Advisory Services’s HCI Group HCI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$810K Buy
4,434
+1,266
+40% +$200K ﹤0.01% 2248
2026
Q1 		$485K Sell
3,168
-87
-3% -$14.2K ﹤0.01% 2343
2025
Q4 		$569K Buy
3,255
+259
+9% +$48.8K ﹤0.01% 2383
2025
Q3 		$590K Buy
+2,996
New +$474K ﹤0.01% 2228

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its HCI Group (HCI) stake by 40% in Q2 2026, buying an estimated $200K and bringing the position to 4,434 shares worth $810K. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

Wealth Enhancement Advisory Services first reported a position in HCI in Q3 2025 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 4,434 shares of HCI Group worth $810K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,266 HCI Group shares in Q2 2026, an estimated $200K.
  • HCI Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2248 holding.
  • Wealth Enhancement Advisory Services first reported a position in HCI Group in Q3 2025 and has held it in 4 quarters since.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

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