Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Wells Fargo WFC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109M Buy
1,391,339
+174,267
+14% +$14M 0.18% 102
2026
Q1 		$87.9M Sell
1,217,072
-626,517
-34% -$53.8M 0.18% 104
2025
Q4 		$178M Buy
1,843,589
+7,614
+0.4% +$661K 0.24% 76
2025
Q3 		$149M Sell
1,835,975
-4,707
-0.3% -$382K 0.23% 86
2025
Q2 		$154M Sell
1,840,682
-150,891
-8% -$10.9M 0.25% 74
2025
Q1 		$143M Sell
1,991,573
-733,123
-27% -$55M 0.27% 69
2024
Q4 		$191M Buy
2,724,696
+839,113
+45% +$57.3M 0.37% 50
2024
Q3 		$107M Sell
1,885,583
-93,642
-5% -$5.3M 0.23% 85
2024
Q2 		$118M Buy
1,979,225
+973,063
+97% +$57.4M 0.28% 71
2024
Q1 		$58.3M Buy
1,006,162
+185,006
+23% +$9.68M 0.15% 141
2023
Q4 		$40.4M Buy
821,156
+35,089
+4% +$1.51M 0.12% 175
2023
Q3 		$32.1M Buy
786,067
+748,756
+2,007% +$32.3M 0.11% 198
2023
Q2 		$1.59M Sell
37,311
-3,666
-9% -$148K 0.02% 225
2023
Q1 		$1.53M Sell
40,977
-254,641
-86% -$11.1M 0.02% 253
2022
Q4 		$13.7M Buy
295,618
+246,811
+506% +$10.9M 0.18% 72
2022
Q3 		$2.04M Sell
48,807
-28,384
-37% -$1.22M 0.03% 169
2022
Q2 		$3.1M Sell
77,191
-26,788
-26% -$1.18M 0.04% 167
2022
Q1 		$5.04M Buy
103,979
+5,194
+5% +$278K 0.07% 133
2021
Q4 		$5.38M Buy
+98,785
New +$4.86M 0.08% 116
2020
Q1 		– Sell
-30,107
Closed -$1.62M – 274
2019
Q4 		$1.62M Buy
+30,107
New +$1.58M 0.06% 130
2019
Q3 		– Sell
-43,011
Closed -$2.08M – 245
2019
Q2 		$2.08M Buy
+43,011
New +$2.01M 0.09% 93
2016
Q4 		– Sell
-33,754
Closed -$1.52M – 188
2016
Q3 		$1.52M Buy
+33,754
New +$1.62M 0.23% 64
2015
Q1 		– Sell
-41,973
Closed -$2.3M – 121
2014
Q4 		$2.3M Buy
+41,973
New +$2.22M 0.91% 25

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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

Wealth Enhancement Advisory Services increased its Wells Fargo (WFC) stake by 14% in Q2 2026, buying an estimated $14M and bringing the position to 1,391,339 shares worth $109M. The position accounts for 0.18% of the portfolio, ranked #102.

Wealth Enhancement Advisory Services first reported a position in WFC in Q4 2014 and has held it in 23 quarters since. The position peaked at $191M in Q4 2024. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,391,339 shares of Wells Fargo worth $109M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 174,267 Wells Fargo shares in Q2 2026, an estimated $14M.
  • Wells Fargo made up 0.18% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #102 holding.
  • Wealth Enhancement Advisory Services first reported a position in Wells Fargo in Q4 2014 and has held it in 23 quarters since.
  • Wealth Enhancement Advisory Services's Wells Fargo position peaked at $191M in Q4 2024.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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