Wealth Enhancement Advisory Services
MTG icon

Wealth Enhancement Advisory Services’s MGIC Investment MTG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$35.5M Buy
1,323,900
+328,776
+33% +$9.81M 0.05% 319
2026
Q2 		$27M Buy
995,124
+45,352
+5% +$1.21M 0.05% 350
2026
Q1 		$24.2M Sell
949,772
-671,458
-41% -$17.9M 0.05% 337
2025
Q4 		$46.9M Buy
1,621,230
+45,267
+3% +$1.27M 0.06% 271
2025
Q3 		$42.6M Buy
1,575,963
+14,697
+0.9% +$401K 0.06% 266
2025
Q2 		$44.5M Buy
1,561,266
+62,963
+4% +$1.62M 0.07% 242
2025
Q1 		$37.1M Sell
1,498,303
-119,842
-7% -$2.9M 0.07% 259
2024
Q4 		$38.4M Buy
1,618,145
+7,217
+0.4% +$180K 0.07% 252
2024
Q3 		$41.2M Sell
1,610,928
-37,165
-2% -$895K 0.09% 221
2024
Q2 		$35.5M Sell
1,648,093
-38,709
-2% -$803K 0.08% 224
2024
Q1 		$37.7M Sell
1,686,802
-29,256
-2% -$584K 0.1% 207
2023
Q4 		$33.1M Sell
1,716,058
-33,059
-2% -$585K 0.1% 206
2023
Q3 		$29.2M Buy
+1,749,117
New +$29.7M 0.1% 212

Other funds holding MTG

MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its MGIC Investment (MTG) stake by 33% in Q3 2026, buying an estimated $9.81M and bringing the position to 1,323,900 shares worth $35.5M. The position accounts for 0.05% of the portfolio, ranked #319.

Wealth Enhancement Advisory Services first reported a position in MTG in Q3 2023 and has held it in 13 quarters since. The position peaked at $46.9M in Q4 2025. 28 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,323,900 shares of MGIC Investment worth $35.5M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 328,776 MGIC Investment shares in Q3 2026, an estimated $9.81M.
  • MGIC Investment made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #319 holding.
  • Wealth Enhancement Advisory Services first reported a position in MGIC Investment in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's MGIC Investment position peaked at $46.9M in Q4 2025.
  • 28 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

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