Wealth Enhancement Advisory Services
ZETA icon

Wealth Enhancement Advisory Services’s Zeta Global ZETA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Buy
73,867
+17,898
+32% +$332K ﹤0.01% 1734
2026
Q1 		$884K Buy
55,969
+28,123
+101% +$521K ﹤0.01% 1891
2025
Q4 		$663K Sell
27,846
-9,589
-26% -$179K ﹤0.01% 2267
2025
Q3 		$747K Buy
37,435
+13,627
+57% +$245K ﹤0.01% 2057
2025
Q2 		$368K Buy
23,808
+9,065
+61% +$120K ﹤0.01% 2458
2025
Q1 		$200K Buy
14,743
+2,948
+25% +$52.7K ﹤0.01% 2633
2024
Q4 		$212K Buy
+11,795
New +$298K ﹤0.01% 2651

Other funds holding ZETA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Zeta Global (ZETA) stake by 32% in Q2 2026, buying an estimated $332K and bringing the position to 73,867 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Wealth Enhancement Advisory Services first reported a position in ZETA in Q4 2024 and has held it in 7 quarters since. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 73,867 shares of Zeta Global worth $1.59M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 17,898 Zeta Global shares in Q2 2026, an estimated $332K.
  • Zeta Global made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1734 holding.
  • Wealth Enhancement Advisory Services first reported a position in Zeta Global in Q4 2024 and has held it in 7 quarters since.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

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