Wealth Enhancement Advisory Services
OTTR icon

Wealth Enhancement Advisory Services’s Otter Tail OTTR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Buy
16,655
+822
+5% +$72.6K ﹤0.01% 1789
2026
Q1 		$1.4M Sell
15,833
-1,731
-10% -$150K ﹤0.01% 1592
2025
Q4 		$1.44M Buy
17,564
+38
+0.2% +$3.08K ﹤0.01% 1726
2025
Q3 		$1.36M Sell
17,526
-84
-0.5% -$6.81K ﹤0.01% 1676
2025
Q2 		$1.4M Sell
17,610
-268
-1% -$20.9K ﹤0.01% 1546
2025
Q1 		$1.44M Buy
17,878
+375
+2% +$29.7K ﹤0.01% 1412
2024
Q4 		$1.29M Buy
17,503
+429
+3% +$33.6K ﹤0.01% 1408
2024
Q3 		$1.33M Sell
17,074
-253
-1% -$21.9K ﹤0.01% 1255
2024
Q2 		$1.52M Buy
17,327
+267
+2% +$23.4K ﹤0.01% 1101
2024
Q1 		$1.47M Buy
17,060
+86
+0.5% +$7.48K ﹤0.01% 1080
2023
Q4 		$1.44M Buy
16,974
+10,469
+161% +$808K ﹤0.01% 1015
2023
Q3 		$494K Buy
6,505
+2,634
+68% +$216K ﹤0.01% 1427
2023
Q2 		$306K Buy
3,871
+318
+9% +$23.9K ﹤0.01% 436
2023
Q1 		$257K Buy
+3,553
New +$236K ﹤0.01% 469

Other funds holding OTTR

BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Otter Tail (OTTR) stake by 5.2% in Q2 2026, buying an estimated $72.6K and bringing the position to 16,655 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Wealth Enhancement Advisory Services first reported a position in OTTR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.52M in Q2 2024. 44 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,655 shares of Otter Tail worth $1.48M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 822 Otter Tail shares in Q2 2026, an estimated $72.6K.
  • Otter Tail made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1789 holding.
  • Wealth Enhancement Advisory Services first reported a position in Otter Tail in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Otter Tail position peaked at $1.52M in Q2 2024.
  • 44 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

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