Wealth Enhancement Advisory Services
SITC icon

Wealth Enhancement Advisory Services’s SITE Centers SITC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$165K Buy
38,529
+18,222
+90% +$94.9K ﹤0.01% 3662
2026
Q1 		$110K Sell
20,307
-4,319
-18% -$26.5K ﹤0.01% 3299
2025
Q4 		$155K Buy
24,626
+7,838
+47% +$59.2K ﹤0.01% 3342
2025
Q3 		$144K Buy
16,788
+1,670
+11% +$17.8K ﹤0.01% 3252
2025
Q2 		$177K Buy
+15,118
New +$181K ﹤0.01% 3024

Other funds holding SITC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM

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

Wealth Enhancement Advisory Services increased its SITE Centers (SITC) stake by 90% in Q2 2026, buying an estimated $94.9K and bringing the position to 38,529 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #3662.

Wealth Enhancement Advisory Services first reported a position in SITC in Q2 2025 and has held it in 5 quarters since. The position peaked at $177K in Q2 2025. 12 funds tracked by Wall St. Rank hold SITC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 38,529 shares of SITE Centers worth $165K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 18,222 SITE Centers shares in Q2 2026, an estimated $94.9K.
  • SITE Centers made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3662 holding.
  • Wealth Enhancement Advisory Services first reported a position in SITE Centers in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's SITE Centers position peaked at $177K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held SITE Centers as of Q2 2026.

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