Wealth Firm Boosts Brookfield Corporation Holdings

Wealth Enhancement Advisory Services LLC increased its stake in the global asset manager by over 40% in Q4 2025.

Mar. 29, 2026 at 11:13am

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Wealth Enhancement Advisory Services LLC, a financial advisory firm, reported that it raised its stake in Brookfield Corporation (NYSE: BN) by 41.7% during the fourth quarter of 2025. The firm now owns 126,777 shares of the global alternative asset manager's stock, valued at $6.2 million.

Why it matters

This investment increase by Wealth Enhancement Advisory Services reflects growing institutional investor confidence in Brookfield Corporation's diversified portfolio of real estate, infrastructure, renewable power, and other alternative assets. As a major global player, Brookfield's performance is seen as a bellwether for the broader alternative investments market.

The details

According to a filing with the Securities and Exchange Commission, Wealth Enhancement Advisory Services added 37,328 shares of Brookfield Corporation to its portfolio during Q4 2025. The firm now holds a total of 126,777 shares, up from 89,449 shares at the end of the prior quarter. Brookfield Corporation's stock price averaged $49.20 during the fourth quarter.

  • Wealth Enhancement Advisory Services filed its Q4 2025 disclosure with the SEC on March 29, 2026.

The players

Wealth Enhancement Advisory Services LLC

A financial advisory firm that manages over $50 billion in client assets, with a focus on holistic wealth management solutions.

Brookfield Corporation

A global alternative asset manager that invests in and operates real estate, infrastructure, renewable power, and other long-term assets.

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The takeaway

Wealth Enhancement's increased stake in Brookfield Corporation signals that major institutional investors see long-term value in the diversified alternative asset manager's portfolio and global footprint, even as market volatility persists.