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Portfolio (Quarterly) Guide ↗

Wealth Enhancement Trust Services, Inc.

· CIK 0002067696
13F Portfolio $900M AUM 1,903 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 781 New 292 Added 219 Reduced
Page 4 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IP INTERNATIONAL PAPER CO Consumer Cyclical 647.0 $25K 0.00% NEW — $38.10 -8.1%
62 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 630.0 $25K 0.00% NEW — $38.96 -7.7%
63 OSK OSHKOSH CORP Industrials 158.0 $24K 0.00% NEW — $153.48 -13.5%
64 AIT APPLIED INDL TECHNOLOGIES IN Industrials 71.0 $24K 0.00% NEW — $338.15 -1.4%
65 EQIX EQUINIX INC Real Estate 22.0 $23K 0.00% NEW — $1042.41 -3.3%
66 RPRX ROYALTY PHARMA PLC Healthcare 403.0 $23K 0.00% NEW — $56.07 +3.8%
67 AFG AMERICAN FINANCIAL GROUP INC Financial Services 159.0 $22K 0.00% NEW — $139.94 -1.2%
68 CHE CHEMED CORP NEW Healthcare 47.0 $22K 0.00% NEW — $465.74 +10.0%
69 MOS MOSAIC CO Basic Materials 1,024.0 $22K 0.00% NEW — $21.19 +8.5%
70 AR ANTERO RESOURCES CORP Energy 611.0 $21K 0.00% NEW — $35.14 -0.4%
71 SWK STANLEY BLACK & DECKER INC Industrials 228.0 $21K 0.00% NEW — $94.12 -2.9%
72 POOL POOL CORP Industrials 99.0 $21K 0.00% NEW — $214.90 -23.3%
73 PB PROSPERITY BANCSHARES INC Financial Services 289.0 $21K 0.00% NEW — $73.03 -7.2%
74 OC OWENS CORNING NEW Industrials 128.0 $20K 0.00% NEW — $158.96 -22.1%
75 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 1,918.0 $20K 0.00% NEW — $10.57 -11.3%
76 JBL JABIL INC Technology 49.0 $19K 0.00% NEW — $385.49 -17.8%
77 HST HOST HOTELS & RESORTS INC Real Estate 796.0 $19K 0.00% NEW — $23.71 -5.4%
78 RBRK RUBRIK INC. Technology 230.0 $18K 0.00% NEW — $80.28 +36.5%
79 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 206.0 $18K 0.00% NEW — $87.22 +7.5%
80 DTE DTE ENERGY CO Utilities 117.0 $18K 0.00% NEW — $152.37 -20.3%
Page 4 of 40  ·  781 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.5%
Financial Services 17.8%
Healthcare 10.8%
Communication Services 8.5%
Consumer Cyclical 8.4%
Industrials 7.1%
Consumer Defensive 6.0%
Energy 3.0%
Basic Materials 2.3%
Utilities 1.5%