Wealth Enhancement Advisory Services
PDFS icon

Wealth Enhancement Advisory Services’s PDF Solutions PDFS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$445K Sell
11,926
-4,492
-27% -$223K ﹤0.01% 2798
2026
Q1 		$570K Buy
16,418
+373
+2% +$12.2K ﹤0.01% 2217
2025
Q4 		$515K Sell
16,045
-43
-0.3% -$1.19K ﹤0.01% 2453
2025
Q3 		$409K Buy
16,088
+3,973
+33% +$86.8K ﹤0.01% 2534
2025
Q2 		$279K Buy
12,115
+1,855
+18% +$35.1K ﹤0.01% 2705
2025
Q1 		$196K Sell
10,260
-4,104
-29% -$101K ﹤0.01% 2636
2024
Q4 		$389K Buy
14,364
+4,393
+44% +$132K ﹤0.01% 2177
2024
Q3 		$316K Buy
9,971
+138
+1% +$4.48K ﹤0.01% 2138
2024
Q2 		$358K Buy
9,833
+40
+0.4% +$1.34K ﹤0.01% 1861
2024
Q1 		$330K Buy
9,793
+1
+0% +$33 ﹤0.01% 1854
2023
Q4 		$315K Buy
9,792
+42
+0.4% +$1.27K ﹤0.01% 1782
2023
Q3 		$316K Buy
+9,750
New +$373K ﹤0.01% 1711

Other funds holding PDFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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

Wealth Enhancement Advisory Services reduced its PDF Solutions (PDFS) stake by 27% in Q2 2026, selling an estimated $223K and leaving 11,926 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

Wealth Enhancement Advisory Services first reported a position in PDFS in Q3 2023 and has held it in 12 quarters since. The position peaked at $570K in Q1 2026. 283 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,926 shares of PDF Solutions worth $445K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 4,492 PDF Solutions shares in Q2 2026, an estimated $223K.
  • PDF Solutions made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2798 holding.
  • Wealth Enhancement Advisory Services first reported a position in PDF Solutions in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's PDF Solutions position peaked at $570K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

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