Wealth Enhancement Advisory Services
KAT

Wealth Enhancement Advisory Services’s Scharf ETF KAT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio KAT Stock Details KAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$843K Sell
15,073
-904
-6% -$49.8K ﹤0.01% 2206
2026
Q1 		$864K Buy
+15,977
New +$891K ﹤0.01% 1911

Other funds holding KAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Scharf ETF (KAT) stake by 5.7% in Q2 2026, selling an estimated $49.8K and leaving 15,073 shares worth $843K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

Wealth Enhancement Advisory Services first reported a position in KAT in Q1 2026 and has held it in 2 quarters since. The position peaked at $864K in Q1 2026. 4 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,073 shares of Scharf ETF worth $843K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 904 Scharf ETF shares in Q2 2026, an estimated $49.8K.
  • Scharf ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2206 holding.
  • Wealth Enhancement Advisory Services first reported a position in Scharf ETF in Q1 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Scharf ETF position peaked at $864K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

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