Wealth Enhancement Advisory Services
TMP icon

Wealth Enhancement Advisory Services’s Tompkins Financial TMP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TMP Stock Details TMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.77M Buy
39,056
+11,677
+43% +$1.14M 0.01% 1263
2026
Q2 		$2.5M Buy
27,379
+904
+3% +$77.9K ﹤0.01% 1421
2026
Q1 		$2.13M Sell
26,475
-4,922
-16% -$383K ﹤0.01% 1363
2025
Q4 		$2.29M Sell
31,397
-2,066
-6% -$142K ﹤0.01% 1442
2025
Q3 		$2.19M Buy
33,463
+667
+2% +$44.7K ﹤0.01% 1380
2025
Q2 		$2.19M Sell
32,796
-433
-1% -$26.4K ﹤0.01% 1313
2025
Q1 		$2.09M Sell
33,229
-1,831
-5% -$123K ﹤0.01% 1223
2024
Q4 		$2.38M Buy
35,060
+692
+2% +$48K ﹤0.01% 1093
2024
Q3 		$1.99M Sell
34,368
-854
-2% -$48.8K ﹤0.01% 1053
2024
Q2 		$1.72M Sell
35,222
-581
-2% -$26.8K ﹤0.01% 1051
2024
Q1 		$1.8M Buy
35,803
+575
+2% +$29.2K ﹤0.01% 987
2023
Q4 		$2.12M Sell
35,228
-1,081
-3% -$58.7K 0.01% 876
2023
Q3 		$1.78M Buy
+36,309
New +$1.97M 0.01% 897

Other funds holding TMP

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's TMP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Tompkins Financial (TMP) stake by 43% in Q3 2026, buying an estimated $1.14M and bringing the position to 39,056 shares worth $3.77M. The position accounts for 0.01% of the portfolio, ranked #1263.

Wealth Enhancement Advisory Services first reported a position in TMP in Q3 2023 and has held it in 13 quarters since. 17 funds tracked by Wall St. Rank hold TMP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 39,056 shares of Tompkins Financial worth $3.77M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 11,677 Tompkins Financial shares in Q3 2026, an estimated $1.14M.
  • Tompkins Financial made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1263 holding.
  • Wealth Enhancement Advisory Services first reported a position in Tompkins Financial in Q3 2023 and has held it in 13 quarters since.
  • 17 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.