WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1632972
PLYMOUTH, MN
Position in SOFI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,555,600
+$253,359 QoQ
Shares Held
254,077
-6.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#22
of 299 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Sep 30, 2024CallValue
$11,790
CallShares
1,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $500,554,692 across 26 Credit Services names. SOFI ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
611,261 | $209,717,536 | |
| 2 | MA |
Mastercard Inc
|
234,497 | $120,437,659 | |
| 3 | AXP |
American Express Co
|
243,959 | $82,519,131 | |
| 4 | COF |
Capital One Financial Corp
|
199,154 | $39,954,275 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
275,796 | $11,908,871 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
97,479 | $5,943,294 | |
| 7 | SYF |
Synchrony Financial
|
72,910 | $5,544,805 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
254,077 | $4,555,600 |
All Filings in SOFI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,555,600 | 254,077 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,302,241 | 270,922 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,483,764 | 247,661 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,244,205 | 274,194 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,647,025 | 200,276 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,234,535 | 450,089 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $6,778,417 | 440,157 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $3,046,339 | 387,575 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $11,790 | 1,500 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $6,610 | 1,000 | Call | Sole | 2024-07-16 | |
| 2024-06-30 | $2,557,395 | 386,898 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $7,300 | 1,000 | Call | Sole | 2024-04-15 | |
| 2024-03-31 | $2,634,584 | 360,902 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $19,900 | 2,000 | Call | Sole | 2024-01-30 | |
| 2023-12-31 | $1,109,922 | 111,550 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $427,512 | 53,506 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $31,960 | 4,000 | Call | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||