Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s White Mountains Insurance WTM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$630K Buy
289
+113
+64% +$242K ﹤0.01% 2469
2026
Q1 		$382K Sell
176
-51
-22% -$109K ﹤0.01% 2554
2025
Q4 		$465K Buy
227
+17
+8% +$33.2K ﹤0.01% 2534
2025
Q3 		$400K Sell
210
-21
-9% -$37.5K ﹤0.01% 2550
2025
Q2 		$412K Buy
231
+58
+34% +$103K ﹤0.01% 2369
2025
Q1 		$333K Buy
173
+11
+7% +$20.7K ﹤0.01% 2363
2024
Q4 		$315K Hold
162
– – ﹤0.01% 2344
2024
Q3 		$275K Buy
162
+5
+3% +$8.72K ﹤0.01% 2236
2024
Q2 		$285K Buy
157
+22
+16% +$38.9K ﹤0.01% 2017
2024
Q1 		$242K Sell
135
-13
-9% -$21.8K ﹤0.01% 2059
2023
Q4 		$223K Sell
148
-29
-16% -$43.1K ﹤0.01% 2032
2023
Q3 		$265K Buy
+177
New +$272K ﹤0.01% 1816
2019
Q1 		– Sell
-1,532
Closed -$1.37M – 224
2018
Q4 		$1.37M Buy
+1,532
New +$1.37M 0.09% 88

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its White Mountains Insurance (WTM) stake by 64% in Q2 2026, buying an estimated $242K and bringing the position to 289 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

Wealth Enhancement Advisory Services first reported a position in WTM in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.37M in Q4 2018. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 289 shares of White Mountains Insurance worth $630K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 113 White Mountains Insurance shares in Q2 2026, an estimated $242K.
  • White Mountains Insurance made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2469 holding.
  • Wealth Enhancement Advisory Services first reported a position in White Mountains Insurance in Q4 2018 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's White Mountains Insurance position peaked at $1.37M in Q4 2018.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

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