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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its MGIC Investment (MTG) stake by 4.8% in Q2 2026, buying an estimated $1.21M and bringing the position to 995,124 shares worth $27M. The position accounts for 0.05% of the portfolio, ranked #350.

Wealth Enhancement Advisory Services first reported a position in MTG in Q3 2023 and has held it in 12 quarters since. The position peaked at $46.9M in Q4 2025. 508 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 995,124 shares of MGIC Investment worth $27M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 45,352 MGIC Investment shares in Q2 2026, an estimated $1.21M.
  • MGIC Investment made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #350 holding.
  • Wealth Enhancement Advisory Services first reported a position in MGIC Investment in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's MGIC Investment position peaked at $46.9M in Q4 2025.
  • 508 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

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