Wealth Enhancement Advisory Services
HLI icon

Wealth Enhancement Advisory Services’s Houlihan Lokey HLI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.19M Buy
30,967
+4,645
+18% +$685K 0.01% 1130
2026
Q1 		$3.72M Sell
26,322
-2,556
-9% -$420K 0.01% 1053
2025
Q4 		$5.34M Buy
28,878
+34
+0.1% +$6.24K 0.01% 973
2025
Q3 		$5.6M Buy
28,844
+1,170
+4% +$229K 0.01% 894
2025
Q2 		$5.13M Sell
27,674
-1,429
-5% -$240K 0.01% 885
2025
Q1 		$4.7M Buy
29,103
+1,618
+6% +$278K 0.01% 860
2024
Q4 		$4.77M Buy
27,485
+1,261
+5% +$222K 0.01% 817
2024
Q3 		$4.14M Sell
26,224
-27
-0.1% -$4.03K 0.01% 789
2024
Q2 		$3.54M Sell
26,251
-1,068
-4% -$140K 0.01% 792
2024
Q1 		$3.5M Buy
27,319
+48
+0.2% +$5.94K 0.01% 768
2023
Q4 		$3.27M Buy
27,271
+19
+0.1% +$2.06K 0.01% 732
2023
Q3 		$2.92M Buy
+27,252
New +$2.81M 0.01% 727

Other funds holding HLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Houlihan Lokey (HLI) stake by 18% in Q2 2026, buying an estimated $685K and bringing the position to 30,967 shares worth $4.19M. The position accounts for 0.01% of the portfolio, ranked #1130.

Wealth Enhancement Advisory Services first reported a position in HLI in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.6M in Q3 2025. 54 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 30,967 shares of Houlihan Lokey worth $4.19M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,645 Houlihan Lokey shares in Q2 2026, an estimated $685K.
  • Houlihan Lokey made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1130 holding.
  • Wealth Enhancement Advisory Services first reported a position in Houlihan Lokey in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Houlihan Lokey position peaked at $5.6M in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

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