DOSSIER · 13F-HR · Q1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES's asset manager based in Greenwich, CT — $49.1B in tracked AUM across 3,722 positions as of Q1 2026.
WE
WEALTH ENHANCEMENT ADVISORY SERVICES·Greenwich, CT·Asset Manager
CIK 0001632972 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Wealth Enhancement Advisory Services, LLC
Portfolio Overview
Wealth Enhancement Advisory Services, LLC reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 140.8% from $30.62 billion to $73.73 billion quarter-over-quarter. This massive increase suggests significant net capital inflows or the consolidation of reporting entities, rather than mere market appreciation. The portfolio is...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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