Wealth Enhancement Advisory Services
WFC icon

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 		$541K Buy
+6,900
New +$555K ﹤0.01% 2612
2024
Q4 		– Sell
-6,900
Closed -$24.1K – 3124
2024
Q3 		$24.1K Hold
6,900
– – ﹤0.01% 2658
2024
Q2 		$18.9K Buy
+6,900
New +$407K ﹤0.01% 2492

Other funds holding WFC

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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.