Wealth Enhancement Advisory Services
NIC icon

Wealth Enhancement Advisory Services’s Nicolet Bankshares NIC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NIC Stock Details NIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.48M Buy
27,277
+6,526
+31% +$963K 0.01% 1077
2026
Q1 		$3.09M Sell
20,751
-6,330
-23% -$919K 0.01% 1161
2025
Q4 		$3.4M Sell
27,081
-4,567
-14% -$577K ﹤0.01% 1216
2025
Q3 		$4.21M Sell
31,648
-39
-0.1% -$5.17K 0.01% 1032
2025
Q2 		$4.17M Sell
31,687
-277
-0.9% -$32.4K 0.01% 980
2025
Q1 		$3.48M Sell
31,964
-6,968
-18% -$783K 0.01% 980
2024
Q4 		$4.08M Sell
38,932
-4,232
-10% -$447K 0.01% 874
2024
Q3 		$4.13M Sell
43,164
-2,392
-5% -$224K 0.01% 792
2024
Q2 		$3.78M Buy
45,556
+192
+0.4% +$15.3K 0.01% 771
2024
Q1 		$3.9M Buy
45,364
+3,905
+9% +$312K 0.01% 731
2023
Q4 		$3.34M Sell
41,459
-2,982
-7% -$223K 0.01% 725
2023
Q3 		$3.1M Buy
+44,441
New +$3.35M 0.01% 702

Other funds holding NIC

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Nicolet Bankshares (NIC) stake by 31% in Q2 2026, buying an estimated $963K and bringing the position to 27,277 shares worth $4.48M. The position accounts for 0.01% of the portfolio, ranked #1077.

Wealth Enhancement Advisory Services first reported a position in NIC in Q3 2023 and has held it in 12 quarters since. 23 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 27,277 shares of Nicolet Bankshares worth $4.48M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 6,526 Nicolet Bankshares shares in Q2 2026, an estimated $963K.
  • Nicolet Bankshares made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1077 holding.
  • Wealth Enhancement Advisory Services first reported a position in Nicolet Bankshares in Q3 2023 and has held it in 12 quarters since.
  • 23 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

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