Wealth Enhancement Advisory Services
WMS icon

Wealth Enhancement Advisory Services’s Advanced Drainage Systems WMS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Buy
7,775
+677
+10% +$96.8K ﹤0.01% 1961
2026
Q1 		$977K Sell
7,098
-903
-11% -$140K ﹤0.01% 1818
2025
Q4 		$1.2M Buy
8,001
+2,486
+45% +$360K ﹤0.01% 1826
2025
Q3 		$763K Buy
+5,515
New +$724K ﹤0.01% 2042
2025
Q2 		– Sell
-7,512
Closed -$816K – 3496
2025
Q1 		$816K Buy
7,512
+1,458
+24% +$170K ﹤0.01% 1714
2024
Q4 		$700K Sell
6,054
-118
-2% -$16.4K ﹤0.01% 1754
2024
Q3 		$970K Sell
6,172
-6,897
-53% -$1.08M ﹤0.01% 1418
2024
Q2 		$2.1M Buy
+13,069
New +$2.18M 0.01% 963

Other funds holding WMS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return