Wealth Enhancement Advisory Services
IX icon

Wealth Enhancement Advisory Services’s ORIX IX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$551K Buy
15,013
+2,569
+21% +$102K ﹤0.01% 2710
2026
Q2 		$502K Buy
12,444
+4,512
+57% +$161K ﹤0.01% 2685
2026
Q1 		$238K Buy
+7,932
New +$252K ﹤0.01% 2992

Other funds holding IX

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Ativo Capital Management
Ativo Capital Management Chicago, Illinois $129M AUM 13.3% 1-Year Est. Return

Wealth Enhancement Advisory Services's IX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its ORIX (IX) stake by 21% in Q3 2026, buying an estimated $102K and bringing the position to 15,013 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #2710.

Wealth Enhancement Advisory Services first reported a position in IX in Q1 2026 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 15,013 shares of ORIX worth $551K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,569 ORIX shares in Q3 2026, an estimated $102K.
  • ORIX made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2710 holding.
  • Wealth Enhancement Advisory Services first reported a position in ORIX in Q1 2026 and has held it in 3 quarters since.
  • 112 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.