Wealth Enhancement Advisory Services
TEF

Wealth Enhancement Advisory Services’s Telefonica TEF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TEF Stock Details TEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,788
Closed -$69.6K – 4223
2026
Q1 		$69.6K Sell
15,788
-10,823
-41% -$42.4K ﹤0.01% 3387
2025
Q4 		$104K Sell
26,611
-2,442
-8% -$11K ﹤0.01% 3421
2025
Q3 		$145K Buy
29,053
+695
+2% +$3.69K ﹤0.01% 3250
2025
Q2 		$150K Sell
28,358
-3,474
-11% -$17.5K ﹤0.01% 3069
2025
Q1 		$148K Sell
31,832
-4,322
-12% -$18.5K ﹤0.01% 2687
2024
Q4 		$145K Buy
36,154
+6,100
+20% +$27.5K ﹤0.01% 2745
2024
Q3 		$146K Sell
30,054
-339
-1% -$1.54K ﹤0.01% 2497
2024
Q2 		$128K Buy
30,393
+2,663
+10% +$11.8K ﹤0.01% 2370
2024
Q1 		$122K Buy
27,730
+4,150
+18% +$17K ﹤0.01% 2268
2023
Q4 		$92K Sell
23,580
-910
-4% -$3.65K ﹤0.01% 2178
2023
Q3 		$99.7K Buy
+24,490
New +$99.1K ﹤0.01% 2101

Other funds holding TEF

AAM
Auxier Asset Management Aurora, Oregon $745M AUM 27.52% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
CAM
Cozad Asset Management Champaign, Illinois $1.55B AUM 52.25% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Telefonica (TEF) in Q2 2026, closing a stake of 15,788 shares — an estimated $69.6K sold.

Wealth Enhancement Advisory Services first reported a position in TEF in Q3 2023 and held it in 11 quarters. The position peaked at $150K in Q2 2025. 16 funds tracked by Wall St. Rank hold TEF as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Telefonica position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 15,788 Telefonica shares in Q2 2026, an estimated $69.6K.
  • Wealth Enhancement Advisory Services first reported a position in Telefonica in Q3 2023 and held it in 11 quarters.
  • Wealth Enhancement Advisory Services's Telefonica position peaked at $150K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Telefonica as of Q2 2026.

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