WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WNC WABASH NATL CORP

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  4 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported WABASH NATL CORP (WNC) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows WNC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WNC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in WABASH NATL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WNC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held WNC — position size vs. price
% of Fund (quarterly)    WNC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 57,517 +3,199 +5.9% 0.00% $256K 2026-07-15 $12.64
2026 Q1 ADDED 54,318 +34,403 +172.7% 0.00% $122K 2026-04-08 $9.10
2025 Q4 ADDED 19,915 +11,924 +149.2% 0.00% $214K 2026-01-08 $9.95
2025 Q3 INITIATED 7,991 0.00% $73K 2025-10-29 $8.11

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and WNC

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning WNC?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported WNC across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported WNC position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for WNC was 0.00% in 2026 Q2.

What is the latest reported WNC position on this page?

The most recent filing on this page is 2026 Q2, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 57,517 shares, equal to 0.00% of portfolio, with an estimated market value of $256K.

What does the chart on this WNC ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly WNC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their WNC position?

Based on 13F filing dates vs. subsequent WNC price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on WNC relative to SPY over the holding period was +62.0%.

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