Wealth Enhancement Advisory Services
TW icon

Wealth Enhancement Advisory Services’s Tradeweb Markets TW Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.06M Buy
96,556
+2,498
+3% +$271K 0.02% 714
2026
Q1 		$11.1M Buy
94,058
+31,458
+50% +$3.6M 0.02% 555
2025
Q4 		$6.93M Buy
62,600
+48,293
+338% +$5.18M 0.01% 858
2025
Q3 		$1.5M Buy
14,307
+8,971
+168% +$1.15M ﹤0.01% 1619
2025
Q2 		$742K Buy
5,336
+2,594
+95% +$362K ﹤0.01% 1928
2025
Q1 		$407K Buy
2,742
+729
+36% +$96.9K ﹤0.01% 2193
2024
Q4 		$264K Sell
2,013
-19,541
-91% -$2.58M ﹤0.01% 2484
2024
Q3 		$2.67M Buy
21,554
+17,202
+395% +$1.95M 0.01% 944
2024
Q2 		$461K Sell
4,352
-8,500
-66% -$898K ﹤0.01% 1696
2024
Q1 		$1.34M Buy
12,852
+9,582
+293% +$963K ﹤0.01% 1109
2023
Q4 		$297K Buy
3,270
+3
+0.1% +$268 ﹤0.01% 1818
2023
Q3 		$262K Buy
+3,267
New +$260K ﹤0.01% 1824

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Tradeweb Markets (TW) stake by 2.7% in Q2 2026, buying an estimated $271K and bringing the position to 96,556 shares worth $9.06M. The position accounts for 0.02% of the portfolio, ranked #714.

Wealth Enhancement Advisory Services first reported a position in TW in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.1M in Q1 2026. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 96,556 shares of Tradeweb Markets worth $9.06M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,498 Tradeweb Markets shares in Q2 2026, an estimated $271K.
  • Tradeweb Markets made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #714 holding.
  • Wealth Enhancement Advisory Services first reported a position in Tradeweb Markets in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Tradeweb Markets position peaked at $11.1M in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

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