Wealth Enhancement Advisory Services
KSPI icon

Wealth Enhancement Advisory Services’s Kaspi.kz JSC KSPI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio KSPI Stock Details KSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-19,596
Closed -$1.63M – 3762
2025
Q4 		$1.63M Buy
19,596
+6,351
+48% +$480K ﹤0.01% 1633
2025
Q3 		$1.02M Buy
13,245
+7,970
+151% +$698K ﹤0.01% 1852
2025
Q2 		$446K Buy
+5,275
New +$450K ﹤0.01% 2311

Other funds holding KSPI

BFMH
Baring Fintech Manager Holding Castel, Guernsey $1.34B AUM 20.23% 1-Year Est. Return
BDP
Brehaut David Pascal $908M AUM
BFFIM
Baring Fintech Fund III Managers St Peter Port, Guernsey $893M AUM 20.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement Advisory Services's KSPI Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Kaspi.kz JSC (KSPI) in Q1 2026, closing a stake of 19,596 shares — an estimated $1.63M sold.

Wealth Enhancement Advisory Services first reported a position in KSPI in Q2 2025 and held it in 3 quarters. The position peaked at $1.63M in Q4 2025. 165 funds tracked by Wall St. Rank hold KSPI as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Kaspi.kz JSC position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 19,596 Kaspi.kz JSC shares in Q1 2026, an estimated $1.63M.
  • Wealth Enhancement Advisory Services first reported a position in Kaspi.kz JSC in Q2 2025 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Kaspi.kz JSC position peaked at $1.63M in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Kaspi.kz JSC as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.