Wealth Enhancement Advisory Services
WWD icon

Wealth Enhancement Advisory Services’s Woodward WWD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.13M Sell
23,626
-26,045
-52% -$9.88M 0.02% 706
2026
Q1 		$18M Buy
49,671
+27,220
+121% +$9.8M 0.04% 427
2025
Q4 		$7.32M Buy
22,451
+2,118
+10% +$583K 0.01% 833
2025
Q3 		$5.17M Buy
20,333
+1,224
+6% +$304K 0.01% 930
2025
Q2 		$4.82M Sell
19,109
-269
-1% -$55K 0.01% 914
2025
Q1 		$3.54M Sell
19,378
-739
-4% -$137K 0.01% 974
2024
Q4 		$3.35M Buy
20,117
+7,248
+56% +$1.24M 0.01% 945
2024
Q3 		$2.21M Buy
12,869
+6,456
+101% +$1.07M ﹤0.01% 1004
2024
Q2 		$1.12M Buy
6,413
+702
+12% +$119K ﹤0.01% 1225
2024
Q1 		$880K Buy
5,711
+299
+6% +$42.1K ﹤0.01% 1295
2023
Q4 		$737K Buy
5,412
+127
+2% +$16.6K ﹤0.01% 1294
2023
Q3 		$657K Buy
+5,285
New +$660K ﹤0.01% 1279

Other funds holding WWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Woodward (WWD) stake by 52% in Q2 2026, selling an estimated $9.88M and leaving 23,626 shares worth $9.13M. The position accounts for 0.02% of the portfolio, ranked #706.

Wealth Enhancement Advisory Services first reported a position in WWD in Q3 2023 and has held it in 12 quarters since. The position peaked at $18M in Q1 2026. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 23,626 shares of Woodward worth $9.13M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 26,045 Woodward shares in Q2 2026, an estimated $9.88M.
  • Woodward made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #706 holding.
  • Wealth Enhancement Advisory Services first reported a position in Woodward in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Woodward position peaked at $18M in Q1 2026.
  • 758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

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