Wealth Enhancement Advisory Services
XP icon

Wealth Enhancement Advisory Services’s XP XP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$351K Buy
20,768
+1,157
+6% +$20.6K ﹤0.01% 3048
2026
Q1 		$365K Buy
19,611
+938
+5% +$18.1K ﹤0.01% 2595
2025
Q4 		$318K Sell
18,673
-2,836
-13% -$49.9K ﹤0.01% 2868
2025
Q3 		$354K Sell
21,509
-5,029
-19% -$90.2K ﹤0.01% 2644
2025
Q2 		$525K Sell
26,538
-6,796
-20% -$117K ﹤0.01% 2188
2025
Q1 		$458K Buy
33,334
+18,565
+126% +$256K ﹤0.01% 2129
2024
Q4 		$175K Sell
14,769
-1,596
-10% -$25.1K ﹤0.01% 2721
2024
Q3 		$294K Buy
16,365
+2,792
+21% +$50.9K ﹤0.01% 2196
2024
Q2 		$239K Buy
+13,573
New +$280K ﹤0.01% 2151

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its XP (XP) stake by 5.9% in Q2 2026, buying an estimated $20.6K and bringing the position to 20,768 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #3048.

Wealth Enhancement Advisory Services first reported a position in XP in Q2 2024 and has held it in 9 quarters since. The position peaked at $525K in Q2 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 20,768 shares of XP worth $351K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,157 XP shares in Q2 2026, an estimated $20.6K.
  • XP made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3048 holding.
  • Wealth Enhancement Advisory Services first reported a position in XP in Q2 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's XP position peaked at $525K in Q2 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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