Wealth Enhancement Advisory Services
TRI icon

Wealth Enhancement Advisory Services’s Thomson Reuters TRI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.99M Buy
33,326
+1,040
+3% +$90.8K 0.01% 1323
2026
Q1 		$2.96M Buy
32,286
+13,063
+68% +$1.38M 0.01% 1190
2025
Q4 		$2.55M Buy
19,223
+186
+1% +$26.9K ﹤0.01% 1381
2025
Q3 		$2.93M Sell
19,037
-428
-2% -$79.8K ﹤0.01% 1232
2025
Q2 		$3.98M Sell
19,465
-4,262
-18% -$812K 0.01% 1004
2025
Q1 		$4.16M Buy
23,727
+15,065
+174% +$2.6M 0.01% 897
2024
Q4 		$1.41M Buy
8,662
+1,414
+20% +$238K ﹤0.01% 1361
2024
Q3 		$1.26M Sell
7,248
-67
-0.9% -$11.3K ﹤0.01% 1278
2024
Q2 		$1.25M Buy
7,315
+73
+1% +$12.1K ﹤0.01% 1177
2024
Q1 		$1.15M Buy
7,242
+1,011
+16% +$157K ﹤0.01% 1177
2023
Q4 		$926K Buy
6,231
+97
+2% +$13.1K ﹤0.01% 1205
2023
Q3 		$762K Buy
6,134
+475
+8% +$62.6K ﹤0.01% 1214
2023
Q2 		$776K Buy
5,659
+141
+3% +$18.9K 0.01% 298
2023
Q1 		$757K Buy
+5,518
New +$704K 0.01% 342
2015
Q4 		– Sell
-20,627
Closed -$988K – 132
2015
Q3 		$988K Buy
+20,627
New +$941K 0.3% 57

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wealth Enhancement Advisory Services increased its Thomson Reuters (TRI) stake by 3.2% in Q2 2026, buying an estimated $90.8K and bringing the position to 33,326 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #1323.

Wealth Enhancement Advisory Services first reported a position in TRI in Q3 2015 and has held it in 15 quarters since. The position peaked at $4.16M in Q1 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 33,326 shares of Thomson Reuters worth $2.99M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,040 Thomson Reuters shares in Q2 2026, an estimated $90.8K.
  • Thomson Reuters made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1323 holding.
  • Wealth Enhancement Advisory Services first reported a position in Thomson Reuters in Q3 2015 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Thomson Reuters position peaked at $4.16M in Q1 2025.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

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