Wealth Enhancement Advisory Services
SRCE icon

Wealth Enhancement Advisory Services’s 1st Source SRCE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$484K Buy
5,942
+1,049
+21% +$78.3K ﹤0.01% 2717
2026
Q1 		$346K Buy
4,893
+244
+5% +$16.4K ﹤0.01% 2636
2025
Q4 		$295K Buy
+4,649
New +$288K ﹤0.01% 2935

Other funds holding SRCE

LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its 1st Source (SRCE) stake by 21% in Q2 2026, buying an estimated $78.3K and bringing the position to 5,942 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

Wealth Enhancement Advisory Services first reported a position in SRCE in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold SRCE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 5,942 shares of 1st Source worth $484K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,049 1st Source shares in Q2 2026, an estimated $78.3K.
  • 1st Source made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2717 holding.
  • Wealth Enhancement Advisory Services first reported a position in 1st Source in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held 1st Source as of Q2 2026.

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