WEALTH ENHANCEMENT ADVISORY SERVICES, LLC YELP β€” YELP INC

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

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported YELP INC (YELP) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows YELP 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 YELP 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 YELP 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

YELP 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
2025 Q2 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.

YELP stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held YELP β€” position size vs. price
% of Fund (quarterly)    YELP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 29,445 +16,657 +130.3% 0.00% $519K 2026-04-08 $25.39
2025 Q4 ADDED β€” β€” β€” 12,788 +7,200 +128.8% 0.00% $393K 2026-01-08 $30.31
2025 Q3 REDUCED 43.3% -3.3% βœ… 5,588 -4,275 -43.3% 0.00% $174K 2025-10-29 $31.97
2025 Q2 INITIATED β€” β€” β€” 9,863 β€” β€” 0.00% $347K 2025-07-10 $35.11

🏒 Other funds also holding YELP

As of 2026 Q1 β€” sorted by position size

Cascade Investment Advisors, Inc. 3Y 7Y 0.6% CAMELOT TECHNOLOGY ADVISORS, INC. 0.28% OP Asset Management Ltd 0.18% Lakewood Asset Management LLC 3Y 0.18% One Wealth Advisors, LLC 3Y 7Y 0.05% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.03% Robeco Institutional Asset Management B.V. 3Y 7Y 0.03% Abacus Wealth Partners, LLC 0.03% North Star Investment Management Corp. 3Y 7Y 0.02% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.01%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and YELP

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 YELP?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported YELP across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

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

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

What is the latest reported YELP position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 29,445 shares, equal to 0.00% of portfolio, with an estimated market value of $519K.

What does the chart on this YELP ownership page compare?

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

Based on 13F filing dates vs. subsequent YELP price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on YELP relative to SPY over the holding period was -52.6%.

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