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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 9 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VICR VICOR CORP Technology 18.0 $7K 0.00% NEW — $379.78 -25.8%
162 MKTX MARKETAXESS HLDGS INC Financial Services 60.0 $7K 0.00% NEW — $113.48 +44.7%
163 AGNC AGNC INVT CORP Real Estate 617.0 $7K 0.00% NEW — $10.90 -11.7%
164 AXTA AXALTA COATING SYS LTD Basic Materials 196.0 $7K 0.00% NEW — $34.22 -3.9%
165 EXLS EXLSERVICE HLDGS INC Technology 259.0 $7K 0.00% NEW — $25.86 +34.4%
166 NVST ENVISTA HOLDINGS CORPORATION Healthcare 249.0 $7K 0.00% NEW — $26.35 -9.1%
167 EXP EAGLE MATLS INC Basic Materials 29.0 $7K 0.00% NEW — $225.00 -20.7%
168 THC TENET HEALTHCARE CORP Healthcare 34.0 $6K 0.00% NEW — $187.09 +38.8%
169 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 104.0 $6K 0.00% NEW — $60.67 +20.2%
170 HQY HEALTHEQUITY INC Healthcare 69.0 $6K 0.00% NEW — $90.32 -2.3%
171 ATI ATI INC Industrials 31.0 $6K 0.00% NEW — $197.10 -5.9%
172 FNB F N B CORP Financial Services 318.0 $6K 0.00% NEW — $19.08 -7.5%
173 HEI HEICO CORP NEW Industrials 17.0 $6K 0.00% NEW — $356.18 -13.4%
174 OZK BANK OZK LITTLE ROCK ARK Financial Services 116.0 $6K 0.00% NEW — $52.09 -10.0%
175 — MOOG INC — 14.0 $6K 0.00% NEW — $423.86 —
176 MKL MARKEL GROUP INC Financial Services 3.0 $6K 0.00% NEW — $1953.00 -11.5%
177 CSTM CONSTELLIUM SE Basic Materials 183.0 $6K 0.00% NEW — $31.87 -21.9%
178 PNR PENTAIR PLC Industrials 76.0 $6K 0.00% NEW — $76.66 -30.0%
179 MEDP MEDPACE HLDGS INC Healthcare 11.0 $6K 0.00% NEW — $529.55 +16.9%
180 ADT ADT INC DEL Industrials 889.0 $6K 0.00% NEW — $6.50 -1.5%
Page 9 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%