WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CAKE — CHEESECAKE FACTORY INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  10 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported CHEESECAKE FACTORY INC (CAKE) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows CAKE 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 CAKE 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 CHEESECAKE FACTORY INC, 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 Q1

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

CAKE stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held CAKE — position size vs. price
% of Fund (quarterly)    CAKE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 14,369 +7,853 +120.5% 0.00% $794K 2026-04-08 $57.55
2025 Q4 REDUCED 18.6% +9.0% ❌ 6,516 -1,484 -18.6% 0.00% $368K 2026-01-08 $56.72
2025 Q3 REDUCED — — — 8,000 -329 -4.0% 0.00% $432K 2025-10-29 $49.87
2025 Q2 ADDED — — — 8,329 +864 +11.6% 0.00% $547K 2025-07-10 $63.23
2025 Q1 ADDED — — — 7,465 +802 +12.0% 0.00% $363K 2025-04-16 $45.89
2024 Q4 UNCHANGED — — — 6,663 — 0% 0.00% $270K 2025-01-10 $47.67
2024 Q3 ADDED — — — 6,663 +82 +1.2% 0.00% $270K 2024-10-24 $40.25
2024 Q2 REDUCED — — — 6,581 -108 -1.6% 0.00% $259K 2024-07-16 $38.69
2024 Q1 ADDED — — — 6,689 +143 +2.2% 0.00% $242K 2024-04-15 $32.13
2023 Q4 INITIATED — — — 6,546 — — 0.00% $229K 2024-01-30 $32.76

🏢 Other funds also holding CAKE

As of 2026 Q1 — sorted by position size

GAGNON SECURITIES LLC 3Y 7Y 2.84% DELPHI MANAGEMENT INC /MA/ 3Y 7Y 1.37% HENNESSY ADVISORS INC 3Y 7Y 1.28% 1492 Capital Management LLC 3Y 7Y 0.42% White Wing Wealth Management 0.31% Leeward Investments, LLC - MA 3Y 0.29% JEPPSON WEALTH MANAGEMENT, LLC 3Y 0.16% Abel Hall, LLC 0.05% Inspire Investing, LLC 3Y 7Y 0.05% CONNABLE OFFICE INC 3Y 7Y 0.05%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and CAKE

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 CAKE?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported CAKE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for CAKE was 0.00% in 2026 Q1.

What is the latest reported CAKE position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 14,369 shares, equal to 0.00% of portfolio, with an estimated market value of $794K.

What does the chart on this CAKE ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly CAKE 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 CAKE position?

Based on 13F filing dates vs. subsequent CAKE price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on CAKE relative to SPY over the holding period was +10.4%.

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