WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in OPY — Oppenheimer Holdings Inc
CIK 1632972
PLYMOUTH, MN
Position in OPY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,221,308
+$1,213,939 QoQ
Shares Held
11,572
+1.2% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 120 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $455,007,358 across 38 Capital Markets names. OPY ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in OPY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,221,308 | 11,572 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,369 | 11,431 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,855 | 81 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,986 | 81 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||