Wealth Enhancement Advisory Services
WPP icon

Wealth Enhancement Advisory Services’s WPP WPP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WPP Stock Details WPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,912
Closed -$579K – 3715
2025
Q2 		$579K Sell
15,912
-1,554
-9% -$58.3K ﹤0.01% 2120
2025
Q1 		$663K Sell
17,466
-1,253
-7% -$55.8K ﹤0.01% 1853
2024
Q4 		$962K Buy
+18,719
New +$989K ﹤0.01% 1568

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MIP
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's WPP Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of WPP (WPP) in Q3 2025, closing a stake of 15,912 shares — an estimated $579K sold.

Wealth Enhancement Advisory Services first reported a position in WPP in Q4 2024 and held it in 3 quarters. The position peaked at $962K in Q4 2024. 153 funds tracked by Wall St. Rank hold WPP as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining WPP position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 15,912 WPP shares in Q3 2025, an estimated $579K.
  • Wealth Enhancement Advisory Services first reported a position in WPP in Q4 2024 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's WPP position peaked at $962K in Q4 2024.
  • 153 funds tracked by Wall St. Rank held WPP as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.