Wealth Enhancement Advisory Services
VST icon

Wealth Enhancement Advisory Services’s Vistra VST Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.3M Buy
178,621
+97,658
+121% +$14.4M 0.01% 758
2026
Q2 		$12.9M Buy
80,963
+29,546
+57% +$4.58M 0.02% 572
2026
Q1 		$7.77M Sell
51,417
-111,841
-69% -$18.1M 0.02% 686
2025
Q4 		$27.7M Buy
163,258
+1,825
+1% +$332K 0.04% 390
2025
Q3 		$32.2M Buy
161,433
+60,160
+59% +$11.9M 0.05% 321
2025
Q2 		$19.5M Buy
101,273
+1,677
+2% +$248K 0.03% 429
2025
Q1 		$11.7M Sell
99,596
-42,663
-30% -$6.37M 0.02% 532
2024
Q4 		$19.6M Buy
142,259
+100,400
+240% +$13.9M 0.04% 375
2024
Q3 		$4.96M Buy
41,859
+21,418
+105% +$1.82M 0.01% 724
2024
Q2 		$1.76M Sell
20,441
-16,294
-44% -$1.36M ﹤0.01% 1038
2024
Q1 		$2.56M Buy
36,735
+568
+2% +$28.1K 0.01% 859
2023
Q4 		$1.39M Buy
36,167
+15,628
+76% +$544K ﹤0.01% 1029
2023
Q3 		$681K Buy
+20,539
New +$617K ﹤0.01% 1266
2022
Q4 		– Sell
-71,656
Closed -$1.57M – 373
2022
Q3 		$1.57M Sell
71,656
-140,711
-66% -$3.4M 0.02% 191
2022
Q2 		$4.69M Buy
+212,367
New +$5.25M 0.07% 135

Other funds holding VST

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Vistra (VST) stake by 121% in Q3 2026, buying an estimated $14.4M and bringing the position to 178,621 shares worth $9.3M. The position accounts for 0.01% of the portfolio, ranked #758.

Wealth Enhancement Advisory Services first reported a position in VST in Q2 2022 and has held it in 15 quarters since. The position peaked at $32.2M in Q3 2025. 453 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Wealth Enhancement Advisory Services held 178,621 shares of Vistra worth $9.3M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 97,658 Vistra shares in Q3 2026, an estimated $14.4M.
  • Vistra made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #758 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vistra in Q2 2022 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Vistra position peaked at $32.2M in Q3 2025.
  • 453 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

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