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
Q3 		$435K Buy
12,240
+314
+3% +$15.3K ﹤0.01% 2974
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Kings Path Partners
Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Genesee Capital Advisors
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its PDF Solutions (PDFS) stake by 2.6% in Q3 2026, buying an estimated $15.3K and bringing the position to 12,240 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #2974.

Wealth Enhancement Advisory Services first reported a position in PDFS in Q3 2023 and has held it in 13 quarters since. The position peaked at $570K in Q1 2026. 58 funds tracked by Wall St. Rank hold PDFS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 12,240 shares of PDF Solutions worth $435K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 314 PDF Solutions shares in Q3 2026, an estimated $15.3K.
  • PDF Solutions made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2974 holding.
  • Wealth Enhancement Advisory Services first reported a position in PDF Solutions in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's PDF Solutions position peaked at $570K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held PDF Solutions as of Q3 2026.

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