Position in WDAY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,380,310
+$441,006 QoQ
Shares Held
35,781
+18.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#244
of 906 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $435,306,642 across 101 Software - Application names. WDAY ranks #22 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
501,815 | $49,820,193 | |
| 2 | INTU |
Intuit Inc.
|
161,048 | $42,033,528 | |
| 3 | ADP |
Automatic Data Processing Inc
|
175,697 | $39,347,343 | |
| 4 | CRM |
Salesforce, Inc.
|
163,367 | $25,593,074 | |
| 5 | SNOW |
Snowflake Inc.
|
97,262 | $24,753,179 | |
| 6 | ADSK |
Autodesk, Inc.
|
104,658 | $20,347,608 | |
| 7 | ADBE |
Adobe Inc.
|
98,678 | $20,230,963 | |
| 8 | SHOP |
Shopify Inc.
|
164,440 | $18,775,759 |
All Filings in WDAY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,380,310 | 35,781 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,939,304 | 30,321 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,575,489 | 30,615 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $8,361,515 | 34,734 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,367,120 | 34,863 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $9,468,473 | 40,545 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $10,082,780 | 39,076 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $10,773,837 | 44,081 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $721,651 | 3,228 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,212,101 | 4,444 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,069,732 | 3,875 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,747,589 | 8,134 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||