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
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

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VCM
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VPM
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Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return