Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Power Integrations POWI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio POWI Stock Details POWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$253K Buy
13,045
+558
+4% +$33.1K ﹤0.01% 3518
2026
Q2 		$337K Sell
12,487
-1,750
-12% -$126K ﹤0.01% 3084
2026
Q1 		$290K Buy
14,237
+7,526
+112% +$345K ﹤0.01% 2815
2025
Q4 		$283K Sell
6,711
-1,024
-13% -$38.8K ﹤0.01% 2972
2025
Q3 		$292K Sell
7,735
-1,370
-15% -$66.1K ﹤0.01% 2826
2025
Q2 		$542K Buy
9,105
+3,027
+50% +$155K ﹤0.01% 2164
2025
Q1 		$307K Buy
6,078
+21
+0.3% +$1.26K ﹤0.01% 2435
2024
Q4 		$374K Buy
6,057
+840
+16% +$53.4K ﹤0.01% 2201
2024
Q3 		$334K Buy
5,217
+798
+18% +$52.7K ﹤0.01% 2095
2024
Q2 		$310K Sell
4,419
-658
-13% -$47.2K ﹤0.01% 1962
2024
Q1 		$363K Buy
5,077
+341
+7% +$25.5K ﹤0.01% 1794
2023
Q4 		$389K Buy
4,736
+124
+3% +$9.5K ﹤0.01% 1660
2023
Q3 		$352K Buy
+4,612
New +$395K ﹤0.01% 1639

Other funds holding POWI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Power Integrations (POWI) stake by 4.5% in Q3 2026, buying an estimated $33.1K and bringing the position to 13,045 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #3518.

Wealth Enhancement Advisory Services first reported a position in POWI in Q3 2023 and has held it in 13 quarters since. The position peaked at $542K in Q2 2025. 188 funds tracked by Wall St. Rank hold POWI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 13,045 shares of Power Integrations worth $253K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 558 Power Integrations shares in Q3 2026, an estimated $33.1K.
  • Power Integrations made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3518 holding.
  • Wealth Enhancement Advisory Services first reported a position in Power Integrations in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Power Integrations position peaked at $542K in Q2 2025.
  • 188 funds tracked by Wall St. Rank held Power Integrations as of Q3 2026.

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