Wealth Enhancement Advisory Services
NEWT icon

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
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

1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM

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

Wealth Enhancement Advisory Services increased its NewtekOne (NEWT) stake by 47% in Q2 2026, buying an estimated $90.1K and bringing the position to 21,506 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #3147.

Wealth Enhancement Advisory Services first reported a position in NEWT in Q3 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold NEWT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,506 shares of NewtekOne worth $318K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 6,829 NewtekOne shares in Q2 2026, an estimated $90.1K.
  • NewtekOne made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3147 holding.
  • Wealth Enhancement Advisory Services first reported a position in NewtekOne in Q3 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held NewtekOne as of Q2 2026.

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