Wealth Enhancement Advisory Services
NLY icon

Wealth Enhancement Advisory Services’s Annaly Capital Management NLY Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1M Buy
670,590
+591,951
+753% +$13.1M 0.03% 525
2026
Q1 		$1.68M Sell
78,639
-271,800
-78% -$6.19M ﹤0.01% 1496
2025
Q4 		$8.15M Buy
350,439
+290,085
+481% +$6.32M 0.01% 784
2025
Q3 		$1.24M Buy
60,354
+2,325
+4% +$48.2K ﹤0.01% 1726
2025
Q2 		$1.13M Buy
58,029
+6,438
+12% +$122K ﹤0.01% 1673
2025
Q1 		$1.05M Buy
51,591
+2,903
+6% +$59.7K ﹤0.01% 1574
2024
Q4 		$891K Buy
48,688
+7,428
+18% +$145K ﹤0.01% 1613
2024
Q3 		$828K Sell
41,260
-6,031
-13% -$121K ﹤0.01% 1502
2024
Q2 		$901K Buy
47,291
+13,057
+38% +$253K ﹤0.01% 1328
2024
Q1 		$674K Buy
34,234
+1,769
+5% +$34.1K ﹤0.01% 1420
2023
Q4 		$629K Buy
32,465
+388
+1% +$6.92K ﹤0.01% 1383
2023
Q3 		$603K Buy
+32,077
New +$638K ﹤0.01% 1329
2022
Q4 		– Sell
-61,607
Closed -$1M – 355
2022
Q3 		$1M Buy
+61,607
New +$1.55M 0.01% 235

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Annaly Capital Management (NLY) stake by 753% in Q2 2026, buying an estimated $13.1M and bringing the position to 670,590 shares worth $15.1M. The position accounts for 0.03% of the portfolio, ranked #525.

Wealth Enhancement Advisory Services first reported a position in NLY in Q3 2022 and has held it in 13 quarters since. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 670,590 shares of Annaly Capital Management worth $15.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 591,951 Annaly Capital Management shares in Q2 2026, an estimated $13.1M.
  • Annaly Capital Management made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #525 holding.
  • Wealth Enhancement Advisory Services first reported a position in Annaly Capital Management in Q3 2022 and has held it in 13 quarters since.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

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