Wealth Enhancement Advisory Services
WSBF icon

Wealth Enhancement Advisory Services’s Waterstone Financial WSBF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WSBF Stock Details WSBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$332K Buy
16,824
+2,584
+18% +$48.2K ﹤0.01% 3099
2026
Q1 		$259K Buy
14,240
+2,794
+24% +$49.7K ﹤0.01% 2916
2025
Q4 		$192K Buy
+11,446
New +$179K ﹤0.01% 3287

Other funds holding WSBF

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Waterstone Financial (WSBF) stake by 18% in Q2 2026, buying an estimated $48.2K and bringing the position to 16,824 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Wealth Enhancement Advisory Services first reported a position in WSBF in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,824 shares of Waterstone Financial worth $332K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,584 Waterstone Financial shares in Q2 2026, an estimated $48.2K.
  • Waterstone Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3099 holding.
  • Wealth Enhancement Advisory Services first reported a position in Waterstone Financial in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

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