Wealth Enhancement Advisory Services
HTO

Wealth Enhancement Advisory Services’s H2O America HTO Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$849K Buy
13,813
+3,614
+35% +$210K ﹤0.01% 2200
2026
Q1 		$604K Buy
10,199
+1,506
+17% +$82K ﹤0.01% 2170
2025
Q4 		$440K Sell
8,693
-748
-8% -$35.9K ﹤0.01% 2579
2025
Q3 		$450K Buy
9,441
+3,630
+62% +$181K ﹤0.01% 2448
2025
Q2 		$308K Buy
+5,811
New +$309K ﹤0.01% 2621

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its H2O America (HTO) stake by 35% in Q2 2026, buying an estimated $210K and bringing the position to 13,813 shares worth $849K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Wealth Enhancement Advisory Services first reported a position in HTO in Q2 2025 and has held it in 5 quarters since. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,813 shares of H2O America worth $849K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,614 H2O America shares in Q2 2026, an estimated $210K.
  • H2O America made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2200 holding.
  • Wealth Enhancement Advisory Services first reported a position in H2O America in Q2 2025 and has held it in 5 quarters since.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

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