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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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. 361 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.
  • 361 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.