Wealth Enhancement Advisory Services
SAIL

Wealth Enhancement Advisory Services’s SailPoint Inc SAIL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SAIL Stock Details SAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$335K Sell
24,413
-3,580
-13% -$48.8K ﹤0.01% 3095
2026
Q1 		$364K Buy
+27,993
New +$437K ﹤0.01% 2597

Other funds holding SAIL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
AA
Altrafin AG Zurich $255M AUM 21.67% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its SailPoint Inc (SAIL) stake by 13% in Q2 2026, selling an estimated $48.8K and leaving 24,413 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #3095.

Wealth Enhancement Advisory Services first reported a position in SAIL in Q1 2026 and has held it in 2 quarters since. The position peaked at $364K in Q1 2026. 16 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 24,413 shares of SailPoint Inc worth $335K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 3,580 SailPoint Inc shares in Q2 2026, an estimated $48.8K.
  • SailPoint Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3095 holding.
  • Wealth Enhancement Advisory Services first reported a position in SailPoint Inc in Q1 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's SailPoint Inc position peaked at $364K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

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