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WPG Advisers’s Helen of Troy HELE Stock Holding History

WPG Advisers’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$145 Hold
5
– – ﹤0.01% 1513
2026
Q1 		$72 Hold
5
– – ﹤0.01% 1460
2025
Q4 		$106 Hold
5
– – ﹤0.01% 1461
2025
Q3 		$126 Hold
5
– – ﹤0.01% 1426
2025
Q2 		$142 Sell
5
-63
-93% -$1.93K ﹤0.01% 1413
2025
Q1 		$3.64K Sell
68
-5
-7% -$289 ﹤0.01% 970
2024
Q4 		$4.37K Buy
+73
New +$4.85K ﹤0.01% 862

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

WPG Advisers's HELE Position: Q2 2026 in Review

WPG Advisers held its Helen of Troy (HELE) position steady in Q2 2026 at 5 shares worth $145. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

WPG Advisers first reported a position in HELE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.37K in Q4 2024. 74 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • WPG Advisers held 5 shares of Helen of Troy worth $145 as of Q2 2026.
  • WPG Advisers left its Helen of Troy share count unchanged in Q2 2026.
  • Helen of Troy made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1513 holding.
  • WPG Advisers first reported a position in Helen of Troy in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Helen of Troy position peaked at $4.37K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.