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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → WTM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WTM Position History
White Mountains Insurance Group, Ltd. • Financial Services
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $400K |
| Q4 2025 | $465K |
| Q1 2026 | $382K |
| Q2 2026 | $630K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 692 | — | — |
| Q2 2026 | $630K | 289 | — | — |
| Q1 2026 | $382K | 176 | — | — |
| Q4 2025 | $465K | 227 | — | — |
| Q3 2025 | $400K | 210 | — | — |
Other funds holding WTM
$271.9M
$271.9M
$245.1M
$245.1M
$230.4M
$221.5M