Wealth Enhancement Advisory Services
WAFD icon

Wealth Enhancement Advisory Services’s WaFd WAFD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$421K Buy
11,040
+980
+10% +$34.5K ﹤0.01% 2858
2026
Q1 		$320K Buy
10,060
+287
+3% +$9.23K ﹤0.01% 2706
2025
Q4 		$323K Buy
9,773
+876
+10% +$27.1K ﹤0.01% 2859
2025
Q3 		$262K Buy
8,897
+2,453
+38% +$75.2K ﹤0.01% 2900
2025
Q2 		$201K Buy
+6,444
New +$182K ﹤0.01% 2995

Other funds holding WAFD

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its WaFd (WAFD) stake by 9.7% in Q2 2026, buying an estimated $34.5K and bringing the position to 11,040 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #2858.

Wealth Enhancement Advisory Services first reported a position in WAFD in Q2 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,040 shares of WaFd worth $421K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 980 WaFd shares in Q2 2026, an estimated $34.5K.
  • WaFd made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2858 holding.
  • Wealth Enhancement Advisory Services first reported a position in WaFd in Q2 2025 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

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