Wealth Enhancement Advisory Services
ZD icon

Wealth Enhancement Advisory Services’s Ziff Davis ZD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$339K Sell
6,493
-6,891
-51% -$312K ﹤0.01% 3079
2026
Q1 		$578K Buy
13,384
+453
+4% +$16.7K ﹤0.01% 2199
2025
Q4 		$443K Buy
12,931
+3,847
+42% +$134K ﹤0.01% 2575
2025
Q3 		$353K Sell
9,084
-1,300
-13% -$45.5K ﹤0.01% 2647
2025
Q2 		$335K Buy
+10,384
New +$334K ﹤0.01% 2557

Other funds holding ZD

BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Ziff Davis (ZD) stake by 51% in Q2 2026, selling an estimated $312K and leaving 6,493 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #3079.

Wealth Enhancement Advisory Services first reported a position in ZD in Q2 2025 and has held it in 5 quarters since. The position peaked at $578K in Q1 2026. 23 funds tracked by Wall St. Rank hold ZD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,493 shares of Ziff Davis worth $339K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 6,891 Ziff Davis shares in Q2 2026, an estimated $312K.
  • Ziff Davis made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3079 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ziff Davis in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Ziff Davis position peaked at $578K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2026.

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