Wealth Enhancement Advisory Services
HLNE icon

Wealth Enhancement Advisory Services’s Hamilton Lane HLNE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HLNE Stock Details HLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11M Buy
13,707
+11,414
+498% +$1.01M ﹤0.01% 1996
2026
Q1 		$216K Sell
2,293
-1,427
-38% -$175K ﹤0.01% 3079
2025
Q4 		$546K Buy
3,720
+993
+36% +$125K ﹤0.01% 2410
2025
Q3 		$334K Sell
2,727
-100
-4% -$15.1K ﹤0.01% 2682
2025
Q2 		$416K Sell
2,827
-587
-17% -$88.5K ﹤0.01% 2363
2025
Q1 		$508K Buy
3,414
+212
+7% +$32.3K ﹤0.01% 2062
2024
Q4 		$474K Sell
3,202
-372
-10% -$66.3K ﹤0.01% 2030
2024
Q3 		$602K Sell
3,574
-43
-1% -$6.22K ﹤0.01% 1695
2024
Q2 		$447K Sell
3,617
-239
-6% -$27.9K ﹤0.01% 1715
2024
Q1 		$435K Sell
3,856
-513
-12% -$57.9K ﹤0.01% 1669
2023
Q4 		$496K Sell
4,369
-193
-4% -$18.3K ﹤0.01% 1513
2023
Q3 		$413K Buy
+4,562
New +$406K ﹤0.01% 1546

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 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
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Hamilton Lane (HLNE) stake by 498% in Q2 2026, buying an estimated $1.01M and bringing the position to 13,707 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Wealth Enhancement Advisory Services first reported a position in HLNE in Q3 2023 and has held it in 12 quarters since. 47 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,707 shares of Hamilton Lane worth $1.11M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 11,414 Hamilton Lane shares in Q2 2026, an estimated $1.01M.
  • Hamilton Lane made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1996 holding.
  • Wealth Enhancement Advisory Services first reported a position in Hamilton Lane in Q3 2023 and has held it in 12 quarters since.
  • 47 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

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