Wealth Enhancement Advisory Services
WBS

Wealth Enhancement Advisory Services’s Webster Financial WBS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28M Sell
40,698
-29,527
-42% -$2.15M ﹤0.01% 1895
2026
Q1 		$3.01M Buy
70,225
+34,042
+94% +$2.33M 0.01% 1176
2025
Q4 		$2.41M Sell
36,183
-112
-0.3% -$6.65K ﹤0.01% 1413
2025
Q3 		$2.18M Buy
36,295
+1,833
+5% +$109K ﹤0.01% 1382
2025
Q2 		$2.02M Buy
34,462
+18,945
+122% +$944K ﹤0.01% 1343
2025
Q1 		$800K Buy
15,517
+4,653
+43% +$259K ﹤0.01% 1728
2024
Q4 		$600K Buy
10,864
+1,459
+16% +$80.1K ﹤0.01% 1851
2024
Q3 		$438K Buy
9,405
+92
+1% +$4.22K ﹤0.01% 1907
2024
Q2 		$406K Sell
9,313
-324
-3% -$14.4K ﹤0.01% 1772
2024
Q1 		$489K Buy
9,637
+248
+3% +$12.1K ﹤0.01% 1601
2023
Q4 		$477K Sell
9,389
-1,525
-14% -$65.9K ﹤0.01% 1536
2023
Q3 		$440K Buy
+10,914
New +$464K ﹤0.01% 1507

Other funds holding WBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Webster Financial (WBS) stake by 42% in Q2 2026, selling an estimated $2.15M and leaving 40,698 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Wealth Enhancement Advisory Services first reported a position in WBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.01M in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 40,698 shares of Webster Financial worth $1.28M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 29,527 Webster Financial shares in Q2 2026, an estimated $2.15M.
  • Webster Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1895 holding.
  • Wealth Enhancement Advisory Services first reported a position in Webster Financial in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Webster Financial position peaked at $3.01M in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

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