Wealth Enhancement Advisory Services’s TMC The Metals Company TMC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TMC Stock Details TMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$314K	Buy	74,560 +4,962	+7%	+$25.9K	﹤0.01%	3161
2026 Q1	$319K	Buy	69,598 +19,796	+40%	+$128K	﹤0.01%	2708
2025 Q4	$360K	Sell	49,802 -22,613	-31%	-$159K	﹤0.01%	2759
2025 Q3	$672K	Buy	72,415 +25,252	+54%	+$151K	﹤0.01%	2129
2025 Q2	$335K	Buy	47,163 +4,482	+11%	+$17.2K	﹤0.01%	2556
2025 Q1	$73.4K	Buy	+42,681	New	+$71.7K	﹤0.01%	2811

Other funds holding TMC

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

OWMIAS

One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

FWMP

Foundation Wealth Management (Pennsylvania) Media, Pennsylvania $331M AUM 18.58% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its TMC The Metals Company (TMC) stake by 7.1% in Q2 2026, buying an estimated $25.9K and bringing the position to 74,560 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #3161.

Wealth Enhancement Advisory Services first reported a position in TMC in Q1 2025 and has held it in 6 quarters since. The position peaked at $672K in Q3 2025. 37 funds tracked by Wall St. Rank hold TMC as of Q2 2026.

Wealth Enhancement Advisory Services held 74,560 shares of TMC The Metals Company worth $314K as of Q2 2026.
Wealth Enhancement Advisory Services bought 4,962 TMC The Metals Company shares in Q2 2026, an estimated $25.9K.
TMC The Metals Company made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3161 holding.
Wealth Enhancement Advisory Services first reported a position in TMC The Metals Company in Q1 2025 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's TMC The Metals Company position peaked at $672K in Q3 2025.
37 funds tracked by Wall St. Rank held TMC The Metals Company as of Q2 2026.

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