Wealth Enhancement Advisory Services
XNCR icon

Wealth Enhancement Advisory Services’s Xencor XNCR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio XNCR Stock Details XNCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$252K Buy
28,147
+9,688
+52% +$121K ﹤0.01% 3374
2026
Q1 		$97.8K Buy
18,459
+13,182
+250% +$164K ﹤0.01% 3324
2025
Q4 		$72K Buy
+5,277
New +$78.8K ﹤0.01% 3492

Other funds holding XNCR

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Xencor (XNCR) stake by 52% in Q2 2026, buying an estimated $121K and bringing the position to 28,147 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #3374.

Wealth Enhancement Advisory Services first reported a position in XNCR in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold XNCR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 28,147 shares of Xencor worth $252K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 9,688 Xencor shares in Q2 2026, an estimated $121K.
  • Xencor made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3374 holding.
  • Wealth Enhancement Advisory Services first reported a position in Xencor in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Xencor as of Q2 2026.

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