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SGI
Wealth Enhancement Advisory Services’s
Somnigroup International
SGI
Stock Holding History
Wealth Enhancement Advisory Services’s Portfolio
SGI Stock Details
SGI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$433K
Sell
5,933
-2,732
-32%
-$237K
﹤0.01%
2444
2025
Q4
$786K
Buy
8,665
+1,173
+16%
+$102K
﹤0.01%
2124
2025
Q3
$628K
Buy
7,492
+709
+10%
+$55.9K
﹤0.01%
2181
2025
Q2
$487K
Buy
6,783
+1,388
+26%
+$87.3K
﹤0.01%
2248
2025
Q1
$323K
Buy
5,395
+301
+6%
+$18.2K
﹤0.01%
2390
2024
Q4
$289K
Buy
5,094
+384
+8%
+$20.5K
﹤0.01%
2416
2024
Q3
$257K
Sell
4,710
-337
-7%
-$17.1K
﹤0.01%
2276
2024
Q2
$239K
Sell
5,047
-480
-9%
-$24.3K
﹤0.01%
2149
2024
Q1
$314K
Sell
5,527
-611
-10%
-$31.8K
﹤0.01%
1892
2023
Q4
$313K
Sell
6,138
-1,654
-21%
-$70.2K
﹤0.01%
1786
2023
Q3
$338K
Buy
+7,792
New
+$345K
﹤0.01%
1666
Other funds holding SGI
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$1.9T AUM
41.92%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Select Equity Group
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$18.8B AUM
17.33%
1-Year Est. Return
VCM
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$4.04T AUM
LP
Linonia Partnership
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$5.38B AUM
20.54%
1-Year Est. Return
VPM
Vanguard Portfolio Management
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$1.91T AUM
WPL
WINDACRE PARTNERSHIP LLC
Houston, Texas
$9.34B AUM
17.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BW
Browning West
Los Angeles, California
$1.62B AUM
22.28%
1-Year Est. Return
ACM
Abrams Capital Management
Boston, Massachusetts
$4.64B AUM
1.52%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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