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

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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. 518 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.
  • 518 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.