Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Texas Pacific Land TPL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TPL Stock Details TPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.06M Buy
25,316
+1,854
+8% +$700K 0.01% 771
2026
Q2 		$9.33M Buy
23,462
+2,617
+13% +$1.06M 0.02% 698
2026
Q1 		$9.26M Sell
20,845
-16,919
-45% -$7.27M 0.02% 622
2025
Q4 		$11.1M Sell
37,764
-1,641
-4% -$501K 0.02% 660
2025
Q3 		$12.6M Buy
39,405
+1,191
+3% +$375K 0.02% 573
2025
Q2 		$13.7M Buy
38,214
+4,332
+13% +$1.77M 0.02% 535
2025
Q1 		$15M Sell
33,882
-2,634
-7% -$1.17M 0.03% 478
2024
Q4 		$13.5M Buy
36,516
+903
+3% +$369K 0.03% 482
2024
Q3 		$10.5M Sell
35,613
-7,878
-18% -$2.16M 0.02% 501
2024
Q2 		$10.6M Buy
43,491
+15,765
+57% +$3.31M 0.03% 474
2024
Q1 		$5.35M Buy
27,726
+15,108
+120% +$2.59M 0.01% 642
2023
Q4 		$2.2M Buy
12,618
+7,488
+146% +$1.42M 0.01% 867
2023
Q3 		$1.04M Buy
+5,130
New +$968K ﹤0.01% 1077
2023
Q2 		– Sell
-12,546
Closed -$2.37M – 567
2023
Q1 		$2.37M Buy
+12,546
New +$2.61M 0.03% 195

Other funds holding TPL

Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Texas Pacific Land (TPL) stake by 7.9% in Q3 2026, buying an estimated $700K and bringing the position to 25,316 shares worth $9.06M. The position accounts for 0.01% of the portfolio, ranked #771.

Wealth Enhancement Advisory Services first reported a position in TPL in Q1 2023 and has held it in 14 quarters since. The position peaked at $15M in Q1 2025. 577 funds tracked by Wall St. Rank hold TPL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 25,316 shares of Texas Pacific Land worth $9.06M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,854 Texas Pacific Land shares in Q3 2026, an estimated $700K.
  • Texas Pacific Land made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #771 holding.
  • Wealth Enhancement Advisory Services first reported a position in Texas Pacific Land in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Texas Pacific Land position peaked at $15M in Q1 2025.
  • 577 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2026.

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