Wealth Enhancement Advisory Services
VTEX icon

Wealth Enhancement Advisory Services’s VTEX VTEX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio VTEX Stock Details VTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105K Sell
25,940
-6,502
-20% -$24.8K ﹤0.01% 3781
2026
Q1 		$131K Buy
+32,442
New +$113K ﹤0.01% 3255

Other funds holding VTEX

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its VTEX (VTEX) stake by 20% in Q2 2026, selling an estimated $24.8K and leaving 25,940 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #3781.

Wealth Enhancement Advisory Services first reported a position in VTEX in Q1 2026 and has held it in 2 quarters since. The position peaked at $131K in Q1 2026. 108 funds tracked by Wall St. Rank hold VTEX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 25,940 shares of VTEX worth $105K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 6,502 VTEX shares in Q2 2026, an estimated $24.8K.
  • VTEX made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3781 holding.
  • Wealth Enhancement Advisory Services first reported a position in VTEX in Q1 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's VTEX position peaked at $131K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held VTEX as of Q2 2026.

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