Wealth Enhancement Advisory Services
OPY icon

Wealth Enhancement Advisory Services’s Oppenheimer Holdings OPY Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio OPY Stock Details OPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.5K Buy
11,572
+141
+1% +$14.4K ﹤0.01% 4071
2026
Q1 		$7.37K Buy
11,431
+11,350
+14,012% +$950K ﹤0.01% 3564
2025
Q4 		$6.22K Hold
81
– – ﹤0.01% 3641
2025
Q3 		$5.71K Buy
+81
New +$5.87K ﹤0.01% 3573

Other funds holding OPY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Oppenheimer Holdings (OPY) stake by 1.2% in Q2 2026, buying an estimated $14.4K and bringing the position to 11,572 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4071.

Wealth Enhancement Advisory Services first reported a position in OPY in Q3 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,572 shares of Oppenheimer Holdings worth $14.5K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 141 Oppenheimer Holdings shares in Q2 2026, an estimated $14.4K.
  • Oppenheimer Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #4071 holding.
  • Wealth Enhancement Advisory Services first reported a position in Oppenheimer Holdings in Q3 2025 and has held it in 4 quarters since.
  • 122 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

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