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
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

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Vistra (VST) stake by 57% in Q2 2026, buying an estimated $4.58M and bringing the position to 80,963 shares worth $12.9M. The position accounts for 0.02% of the portfolio, ranked #572.

Wealth Enhancement Advisory Services first reported a position in VST in Q2 2022 and has held it in 14 quarters since. The position peaked at $32.2M in Q3 2025. 199 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Wealth Enhancement Advisory Services held 80,963 shares of Vistra worth $12.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 29,546 Vistra shares in Q2 2026, an estimated $4.58M.
  • Vistra made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #572 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vistra in Q2 2022 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Vistra position peaked at $32.2M in Q3 2025.
  • 199 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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