Wealth Enhancement Advisory Services
NWFL icon

Wealth Enhancement Advisory Services’s Norwood Financial Corp NWFL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NWFL Stock Details NWFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$206K Buy
+6,624
New +$202K ﹤0.01% 3559
2024
Q2 		– Sell
-7,852
Closed -$214K – 2677
2024
Q1 		$214K Buy
7,852
+3
+0% +$83 ﹤0.01% 2152
2023
Q4 		$258K Sell
7,849
-340
-4% -$9.57K ﹤0.01% 1919
2023
Q3 		$211K Buy
+8,189
New +$235K ﹤0.01% 1971

Other funds holding NWFL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Norwood Financial Corp (NWFL) in Q2 2026: 6,624 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #3559 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in NWFL as recently as Q1 2024.

Wealth Enhancement Advisory Services first reported a position in NWFL in Q3 2023 and has held it in 4 quarters since. The position peaked at $258K in Q4 2023. 110 funds tracked by Wall St. Rank hold NWFL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,624 shares of Norwood Financial Corp worth $206K as of Q2 2026.
  • Norwood Financial Corp was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Norwood Financial Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3559 holding.
  • Wealth Enhancement Advisory Services first reported a position in Norwood Financial Corp in Q3 2023 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Norwood Financial Corp position peaked at $258K in Q4 2023.
  • 110 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q2 2026.

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