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

TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 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. 238 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.
  • 238 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.