Wealth Enhancement Advisory Services
RC

Wealth Enhancement Advisory Services’s Ready Capital RC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio RC Stock Details RC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$149K Buy
104,117
+68,278
+191% +$120K ﹤0.01% 3699
2026
Q1 		$57.3K Buy
+35,839
New +$68.6K ﹤0.01% 3411
2025
Q3 		– Sell
-11,003
Closed -$51.3K – 3680
2025
Q2 		$51.3K Buy
+11,003
New +$48.8K ﹤0.01% 3225
2024
Q4 		– Sell
-15,073
Closed -$115K – 3084
2024
Q3 		$115K Sell
15,073
-4,385
-23% -$37.2K ﹤0.01% 2533
2024
Q2 		$159K Buy
+19,458
New +$166K ﹤0.01% 2336

Other funds holding RC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WAM
Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Ready Capital (RC) stake by 191% in Q2 2026, buying an estimated $120K and bringing the position to 104,117 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #3699.

Wealth Enhancement Advisory Services first reported a position in RC in Q2 2024 and has held it in 5 quarters since. The position peaked at $159K in Q2 2024. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 104,117 shares of Ready Capital worth $149K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 68,278 Ready Capital shares in Q2 2026, an estimated $120K.
  • Ready Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3699 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ready Capital in Q2 2024 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Ready Capital position peaked at $159K in Q2 2024.
  • 231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

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