Wealth Enhancement Advisory Services
SEZL

Wealth Enhancement Advisory Services’s Sezzle SEZL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SEZL Stock Details SEZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.09M Sell
11,655
-2,304
-17% -$243K ﹤0.01% 1540
2026
Q1 		$890K Buy
13,959
+259
+2% +$17.6K ﹤0.01% 1882
2025
Q4 		$983K Sell
13,700
-125
-0.9% -$8.52K ﹤0.01% 1970
2025
Q3 		$1.14M Buy
13,825
+94
+0.7% +$10.8K ﹤0.01% 1766
2025
Q2 		$2.5M Sell
13,731
-7,678
-36% -$680K ﹤0.01% 1243
2025
Q1 		$747K Buy
+21,409
New +$907K ﹤0.01% 1777

Other funds holding SEZL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Sezzle (SEZL) stake by 17% in Q2 2026, selling an estimated $243K and leaving 11,655 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Wealth Enhancement Advisory Services first reported a position in SEZL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.5M in Q2 2025. 324 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,655 shares of Sezzle worth $2.09M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 2,304 Sezzle shares in Q2 2026, an estimated $243K.
  • Sezzle made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1540 holding.
  • Wealth Enhancement Advisory Services first reported a position in Sezzle in Q1 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Sezzle position peaked at $2.5M in Q2 2025.
  • 324 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

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