Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Winmark WINA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-490
Closed -$211K – 4241
2026
Q1 		$211K Buy
+490
New +$216K ﹤0.01% 3093

Other funds holding WINA

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MPAM
Murphy Pohlad Asset Management Eden Prairie, Minnesota $287M AUM 38.81% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Winmark (WINA) in Q2 2026, closing a stake of 490 shares — an estimated $211K sold.

Wealth Enhancement Advisory Services first reported a position in WINA in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 24 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Winmark position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 490 Winmark shares in Q2 2026, an estimated $211K.
  • Wealth Enhancement Advisory Services first reported a position in Winmark in Q1 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Winmark position peaked at $211K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

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