Wealth Enhancement Advisory Services’s Hercules Capital HTGC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HTGC Stock Details HTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Buy	79,383 +8,267	+12%	+$129K	﹤0.01%	1903
2026 Q1	$1.06M	Sell	71,116 -31,843	-31%	-$520K	﹤0.01%	1754
2025 Q4	$1.92M	Buy	102,959 +13,384	+15%	+$241K	﹤0.01%	1538
2025 Q3	$1.61M	Buy	89,575 +56,797	+173%	+$1.09M	﹤0.01%	1581
2025 Q2	$610K	Sell	32,778 -54	-0.2%	-$957	﹤0.01%	2078
2025 Q1	$631K	Buy	32,832 +628	+2%	+$12.7K	﹤0.01%	1881
2024 Q4	$647K	Buy	32,204 +15,097	+88%	+$295K	﹤0.01%	1806
2024 Q3	$336K	Buy	+17,107	New	+$337K	﹤0.01%	2094

Other funds holding HTGC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Hercules Capital (HTGC) stake by 12% in Q2 2026, buying an estimated $129K and bringing the position to 79,383 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Wealth Enhancement Advisory Services first reported a position in HTGC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.92M in Q4 2025. 332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Wealth Enhancement Advisory Services held 79,383 shares of Hercules Capital worth $1.27M as of Q2 2026.
Wealth Enhancement Advisory Services bought 8,267 Hercules Capital shares in Q2 2026, an estimated $129K.
Hercules Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1903 holding.
Wealth Enhancement Advisory Services first reported a position in Hercules Capital in Q3 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Hercules Capital position peaked at $1.92M in Q4 2025.
332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

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