WAP
WAGN

Wealthcare Advisory Partners’s Pabrai Wagons ETF WAGN Stock Holding History

Wealthcare Advisory Partners’s Portfolio WAGN Stock Details WAGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$526K Buy
38,226
+9,456
+33% +$140K 0.01% 698
2026
Q1 		$406K Buy
+28,770
New +$410K 0.01% 771

Other funds holding WAGN

DSCM
Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Wealthcare Advisory Partners's WAGN Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Pabrai Wagons ETF (WAGN) stake by 33% in Q2 2026, buying an estimated $140K and bringing the position to 38,226 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #698.

Wealthcare Advisory Partners first reported a position in WAGN in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold WAGN as of Q2 2026.

  • Wealthcare Advisory Partners held 38,226 shares of Pabrai Wagons ETF worth $526K as of Q2 2026.
  • Wealthcare Advisory Partners bought 9,456 Pabrai Wagons ETF shares in Q2 2026, an estimated $140K.
  • Pabrai Wagons ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #698 holding.
  • Wealthcare Advisory Partners first reported a position in Pabrai Wagons ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Pabrai Wagons ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.