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WAP
Wealthcare Advisory Partners’s
Ares Management
ARES
Stock Holding History
Wealthcare Advisory Partners’s Portfolio
ARES Stock Details
ARES Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-9,889
Closed
-$1.71M
–
1020
2025
Q2
$1.71M
Buy
9,889
+323
+3%
+$51.1K
0.04%
360
2025
Q1
$1.4M
Buy
9,566
+134
+1%
+$23.2K
0.04%
374
2024
Q4
$1.67M
Buy
9,432
+684
+8%
+$117K
0.05%
311
2024
Q3
$1.36M
Sell
8,748
-455
-5%
-$66K
0.04%
344
2024
Q2
$1.23M
Buy
9,203
+1,715
+23%
+$234K
0.04%
332
2024
Q1
$996K
Sell
7,488
-247
-3%
-$31.6K
0.03%
366
2023
Q4
$920K
Buy
7,735
+2,702
+54%
+$293K
0.04%
331
2023
Q3
$518K
Buy
5,033
+23
+0.5%
+$2.33K
0.02%
423
2023
Q2
$483K
Buy
5,010
+30
+0.6%
+$2.59K
0.02%
455
2023
Q1
$416K
Buy
4,980
+2
+0%
+$159
0.02%
500
2022
Q4
$341K
Sell
4,978
-179
-3%
-$12.9K
0.02%
503
2022
Q3
$319K
Sell
5,157
-20
-0.4%
-$1.4K
0.02%
466
2022
Q2
$294K
Buy
5,177
+374
+8%
+$25.9K
0.02%
430
2022
Q1
$390K
Buy
4,803
+658
+16%
+$50.5K
0.02%
356
2021
Q4
$337K
Buy
+4,145
New
+$337K
0.02%
414
2021
Q2
–
Sell
-29
Closed
-$2K
–
627
2021
Q1
$2K
Buy
+29
New
+$1.46K
﹤0.01%
1844
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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