Wealth Enhancement Advisory Services
TDW icon

Wealth Enhancement Advisory Services’s Tidewater TDW Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,423
Closed -$617K – 3793
2025
Q3 		$617K Buy
+11,423
New +$626K ﹤0.01% 2194

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RR
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State Street
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Dimensional Fund Advisors
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American Century Companies
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Cerity Partners
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Geode Capital Management
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Wealth Enhancement Advisory Services's TDW Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of Tidewater (TDW) in Q4 2025, closing a stake of 11,423 shares — an estimated $617K sold.

Wealth Enhancement Advisory Services first reported a position in TDW in Q3 2025 and held it in 1 quarter. The position peaked at $617K in Q3 2025. 335 funds tracked by Wall St. Rank hold TDW as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining Tidewater position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,423 Tidewater shares in Q4 2025, an estimated $617K.
  • Wealth Enhancement Advisory Services first reported a position in Tidewater in Q3 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Tidewater position peaked at $617K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Tidewater as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.