Wealth Enhancement Advisory Services
ORC icon

Wealth Enhancement Advisory Services’s Orchid Island Capital ORC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ORC Stock Details ORC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$178K Buy
+35,393
New +$230K ﹤0.01% 3791
2026
Q1 		– Sell
-15,843
Closed -$119K – 3795
2025
Q4 		$119K Buy
+15,843
New +$115K ﹤0.01% 3400
2025
Q2 		– Sell
-12,233
Closed -$92K – 3457
2025
Q1 		$92K Buy
+12,233
New +$101K ﹤0.01% 2775

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Wedbush Securities
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Clark Asset Management
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BRWM
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SignatureFD
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GAMMA Investing
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Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's ORC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Orchid Island Capital (ORC) in Q3 2026: 35,393 shares worth $178K. The stake represents ﹤0.01% of the portfolio and ranks #3791 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in ORC as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in ORC in Q1 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold ORC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 35,393 shares of Orchid Island Capital worth $178K as of Q3 2026.
  • Orchid Island Capital was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Orchid Island Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3791 holding.
  • Wealth Enhancement Advisory Services first reported a position in Orchid Island Capital in Q1 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Orchid Island Capital as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.