Wealth Enhancement Advisory Services
WEST icon

Wealth Enhancement Advisory Services’s Westrock Coffee WEST Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$114K Sell
13,951
-1,373
-9% -$10.8K ﹤0.01% 3907
2026
Q2 		$114K Buy
+15,324
New +$110K ﹤0.01% 3771

Other funds holding WEST

Stephens Group
Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return
AC
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Silverleafe Capital Partners
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
Piedmont Capital Management (North Carolina)
Piedmont Capital Management (North Carolina) Greensboro, North Carolina $168M AUM 22.46% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's WEST Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Westrock Coffee (WEST) stake by 9% in Q3 2026, selling an estimated $10.8K and leaving 13,951 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #3907.

Wealth Enhancement Advisory Services first reported a position in WEST in Q2 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold WEST as of Q3 2026.

  • Wealth Enhancement Advisory Services held 13,951 shares of Westrock Coffee worth $114K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 1,373 Westrock Coffee shares in Q3 2026, an estimated $10.8K.
  • Westrock Coffee made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3907 holding.
  • Wealth Enhancement Advisory Services first reported a position in Westrock Coffee in Q2 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.