WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in SF — Stifel Financial Corp

CIK 1632972 PLYMOUTH, MN

Position in SF

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

Position Value

$3,024,529

-$3,533,135 QoQ

Shares Held

43,350

-51.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#191

of 592 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $455,007,358 across 38 Capital Markets names. SF ranks #15 (0.7% 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

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,024,529	43,350	-51.1%	Shares	Sole	2026-07-15
2026-03-31	$6,557,664	88,713	+121.3%	Shares	Sole	2026-04-08
2025-12-31	$5,019,568	40,086	+107.0%	Shares	Sole	2026-01-08
2025-09-30	$2,197,801	19,369	+55.1%	Shares	Sole	2025-10-29
2025-06-30	$1,295,901	12,487	-36.6%	Shares	Sole	2025-07-10
2025-03-31	$1,857,958	19,711	+263.2%	Shares	Sole	2025-04-16
2024-12-31	$575,696	5,427	+16.2%	Shares	Sole	2025-03-17
2024-09-30	$438,419	4,669	-23.4%	Shares	Sole	2024-10-24
2024-06-30	$512,725	6,093	+21.2%	Shares	Sole	2024-07-16
2024-03-31	$393,038	5,028	+2.9%	Shares	Sole	2024-04-15
2023-12-31	$337,936	4,887	—	Shares	Sole	2024-01-30
No filing history on record for this holder in this stock.