Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s NewtekOne NEWT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$264K Buy
23,936
+2,430
+11% +$32.1K ﹤0.01% 3476
2026
Q2 		$318K Buy
21,506
+6,829
+47% +$90.1K ﹤0.01% 3147
2026
Q1 		$162K Buy
14,677
+2,776
+23% +$35.2K ﹤0.01% 3208
2025
Q4 		$142K Sell
11,901
-1,503
-11% -$16.4K ﹤0.01% 3360
2025
Q3 		$150K Buy
+13,404
New +$159K ﹤0.01% 3237

Other funds holding NEWT

BlackRock
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Patriot Financial Partners GP II
Patriot Financial Partners GP II Radnor, Pennsylvania $307M AUM 22.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its NewtekOne (NEWT) stake by 11% in Q3 2026, buying an estimated $32.1K and bringing the position to 23,936 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #3476.

Wealth Enhancement Advisory Services first reported a position in NEWT in Q3 2025 and has held it in 5 quarters since. The position peaked at $318K in Q2 2026. 106 funds tracked by Wall St. Rank hold NEWT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 23,936 shares of NewtekOne worth $264K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,430 NewtekOne shares in Q3 2026, an estimated $32.1K.
  • NewtekOne made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3476 holding.
  • Wealth Enhancement Advisory Services first reported a position in NewtekOne in Q3 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's NewtekOne position peaked at $318K in Q2 2026.
  • 106 funds tracked by Wall St. Rank held NewtekOne as of Q3 2026.

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