Wealth Enhancement Advisory Services
ZIP icon

Wealth Enhancement Advisory Services’s ZipRecruiter ZIP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$213K Sell
53,543
-5,770
-10% -$23.9K ﹤0.01% 3691
2026
Q2 		$230K Buy
59,313
+21,115
+55% +$65.6K ﹤0.01% 3460
2026
Q1 		$72.2K Buy
38,198
+11,446
+43% +$28.1K ﹤0.01% 3381
2025
Q4 		$100K Buy
26,752
+13,040
+95% +$58.6K ﹤0.01% 3430
2025
Q3 		$53.5K Buy
+13,712
New +$64.1K ﹤0.01% 3420

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Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's ZIP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its ZipRecruiter (ZIP) stake by 9.7% in Q3 2026, selling an estimated $23.9K and leaving 53,543 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #3691.

Wealth Enhancement Advisory Services first reported a position in ZIP in Q3 2025 and has held it in 5 quarters since. The position peaked at $230K in Q2 2026. 23 funds tracked by Wall St. Rank hold ZIP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 53,543 shares of ZipRecruiter worth $213K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 5,770 ZipRecruiter shares in Q3 2026, an estimated $23.9K.
  • ZipRecruiter made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3691 holding.
  • Wealth Enhancement Advisory Services first reported a position in ZipRecruiter in Q3 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's ZipRecruiter position peaked at $230K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held ZipRecruiter as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.