Wealth Enhancement Advisory Services
PLUS icon

Wealth Enhancement Advisory Services’s ePlus PLUS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$232K Buy
2,528
+83
+3% +$7.4K ﹤0.01% 3609
2026
Q2 		$219K Sell
2,445
-201
-8% -$16.7K ﹤0.01% 3503
2026
Q1 		$204K Buy
2,646
+275
+12% +$22.6K ﹤0.01% 3122
2025
Q4 		$208K Buy
+2,371
New +$196K ﹤0.01% 3248

Other funds holding PLUS

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GHP Investment Advisors
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EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its ePlus (PLUS) stake by 3.4% in Q3 2026, buying an estimated $7.4K and bringing the position to 2,528 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #3609.

Wealth Enhancement Advisory Services first reported a position in PLUS in Q4 2025 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold PLUS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 2,528 shares of ePlus worth $232K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 83 ePlus shares in Q3 2026, an estimated $7.4K.
  • ePlus made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3609 holding.
  • Wealth Enhancement Advisory Services first reported a position in ePlus in Q4 2025 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held ePlus as of Q3 2026.

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