Wealth Enhancement Advisory Services
WAY

Wealth Enhancement Advisory Services’s Waystar Holding Corp WAY Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WAY Stock Details WAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-34,403
Closed -$817K – 4249
2026
Q1 		$817K Buy
+34,403
New +$913K ﹤0.01% 1938

Other funds holding WAY

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Waystar Holding Corp (WAY) in Q2 2026, closing a stake of 34,403 shares — an estimated $817K sold.

Wealth Enhancement Advisory Services first reported a position in WAY in Q1 2026 and held it in 1 quarter. The position peaked at $817K in Q1 2026. 18 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Waystar Holding Corp position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 34,403 Waystar Holding Corp shares in Q2 2026, an estimated $817K.
  • Wealth Enhancement Advisory Services first reported a position in Waystar Holding Corp in Q1 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Waystar Holding Corp position peaked at $817K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

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