Wealth Enhancement Advisory Services
SAIL icon

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
Q3 		$463K Sell
23,135
-1,278
-5% -$22.9K ﹤0.01% 2896
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

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Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $137M AUM 28.64% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its SailPoint Inc (SAIL) stake by 5.2% in Q3 2026, selling an estimated $22.9K and leaving 23,135 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #2896.

Wealth Enhancement Advisory Services first reported a position in SAIL in Q1 2026 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold SAIL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 23,135 shares of SailPoint Inc worth $463K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 1,278 SailPoint Inc shares in Q3 2026, an estimated $22.9K.
  • SailPoint Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2896 holding.
  • Wealth Enhancement Advisory Services first reported a position in SailPoint Inc in Q1 2026 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held SailPoint Inc as of Q3 2026.

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