WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1632972 PLYMOUTH, MN

Position in HLI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,153,603

+$373,238 QoQ

Shares Held

30,967

+17.6% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#135

of 514 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $455,007,358 across 38 Capital Markets names. HLI ranks #11 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	730,082	$152,616,341
2	GS	Goldman Sachs Group Inc	84,239	$85,196,797
3	SCHW	Schwab Charles Corp	732,753	$67,611,119
4	WULF	Terawulf Inc.	1,959,166	$48,391,400
5	MC	Moelis & Co	283,885	$18,571,756
6	HOOD	Robinhood Markets, Inc.	138,296	$13,868,322
7	TW	Tradeweb Markets Inc.	96,556	$9,622,770
8	EVR	Evercore Inc.	26,830	$9,160,835

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,153,603	30,967	+17.6%	Shares	Sole	2026-07-15
2026-03-31	$3,780,365	26,322	-8.9%	Shares	Sole	2026-04-08
2025-12-31	$5,030,258	28,878	+0.1%	Shares	Sole	2026-01-08
2025-09-30	$5,922,250	28,844	+4.2%	Shares	Sole	2025-10-29
2025-06-30	$4,979,936	27,674	-4.9%	Shares	Sole	2025-07-10
2025-03-31	$4,700,134	29,103	+5.9%	Shares	Sole	2025-04-16
2024-12-31	$4,773,045	27,485	+4.8%	Shares	Sole	2025-03-17
2024-09-30	$4,143,916	26,224	-0.1%	Shares	Sole	2024-10-24
2024-06-30	$3,540,209	26,251	-3.9%	Shares	Sole	2024-07-16
2024-03-31	$3,502,022	27,319	+0.2%	Shares	Sole	2024-04-15
2023-12-31	$3,270,065	27,271	+0.1%	Shares	Sole	2024-01-30
2023-09-30	$2,919,234	27,252	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.