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

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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. 267 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.
  • 267 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.