WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SRPT — SAREPTA THERAPEUTICS INC

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

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported SAREPTA THERAPEUTICS INC (SRPT) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows SRPT 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SRPT 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 SAREPTA THERAPEUTICS 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

SRPT 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.

SRPT stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held SRPT — position size vs. price
% of Fund (quarterly)    SRPT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 89,471 -17,288 -16.2% 0.00% $1.8M 2026-04-08 $21.90
2025 Q4 ADDED — — — 106,759 +62,981 +143.9% 0.00% $2.4M 2026-01-08 $23.15
2025 Q3 ADDED — — — 43,778 +39,413 +902.9% 0.00% $1.0M 2025-10-29 $23.45
2025 Q1 REDUCED — — — 4,365 -168 -3.7% 0.00% $279K 2025-04-16 $53.94
2024 Q4 ADDED — — — 4,533 +52 +1.2% 0.00% $566K 2025-01-10 $124.79
2024 Q3 REDUCED 10.0% -3.0% ✅ 4,481 -500 -10.0% 0.00% $560K 2024-10-24 $132.02
2024 Q2 REDUCED — — — 4,981 -15 -0.3% 0.00% $787K 2024-07-16 $148.98
2024 Q1 ADDED — — — 4,996 +2,504 +100.5% 0.00% $647K 2024-04-15 $118.31
2023 Q4 REDUCED 9.2% +33.1% ❌ 2,492 -253 -9.2% 0.00% $240K 2024-01-30 $119.09
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SRPT

As of 2026 Q1 — sorted by position size

Lion Point Capital, LP 3Y 7Y 3.71% RA CAPITAL MANAGEMENT, L.P. 3Y 7Y 0.9% 683 Capital Management, LLC 3Y 7Y 0.85% Scientech Research LLC 0.6% Erste Asset Management GmbH 0.57% Boxer Capital Management, LLC 0.43% Voleon Capital Management LP 3Y 7Y 0.38% ADAR1 Capital Management, LLC 0.34% AXQ CAPITAL, LP 3Y 0.28% VIRTUS ADVISERS, LLC 3Y 7Y 0.26%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and SRPT

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 SRPT?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported SRPT across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

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

What is the latest reported SRPT position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 89,471 shares, equal to 0.00% of portfolio, with an estimated market value of $1.8M.

What does the chart on this SRPT ownership page compare?

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

Based on 13F filing dates vs. subsequent SRPT price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on SRPT relative to SPY over the holding period was -51.8%.

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