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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 58 of 77  ·  1,529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 32.0 $952.0 — NEW — $29.75 -33.2%
1142 AVB AVALONBAY CMNTYS INC Real Estate 5.0 $943.0 — NEW — $188.60 -2.4%
1143 JOE ST JOE CO Real Estate 15.0 $939.0 — NEW — $62.60 +4.3%
1144 BCC BOISE CASCADE CO DEL Basic Materials 12.0 $932.0 — NEW — $77.67 -0.7%
1145 FATE FATE THERAPEUTICS INC Healthcare 345.0 $932.0 — NEW — $2.70 -13.0%
1146 ALT ALTIMMUNE INC Healthcare 306.0 $930.0 — NEW — $3.04 +0.7%
1147 NFG NATIONAL FUEL GAS CO Energy 12.0 $926.0 — +7.0 +140.0% $77.17 +2.4%
1148 KKR KKR & CO INC — 10.0 $918.0 — — — $91.80 —
1149 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 24.0 $893.0 — NEW — $37.21 -16.4%
1150 CMCO COLUMBUS MCKINNON CORP N Y Industrials 59.0 $893.0 — NEW — $15.14 +11.2%
1151 NXST NEXSTAR MEDIA GROUP INC Communication Services 5.0 $893.0 — +4.0 +400.0% $178.60 -9.2%
1152 MCB METROPOLITAN BK HLDG CORP Financial Services 9.0 $889.0 — NEW — $98.78 -9.3%
1153 BUR BURFORD CAPITAL LIMITED Financial Services 216.0 $886.0 — NEW — $4.10 -11.3%
1154 CWT CALIFORNIA WTR SVC GROUP Utilities 18.0 $876.0 — NEW — $48.67 -5.1%
1155 CNOB CONNECTONE BANCORP INC Financial Services 26.0 $869.0 — NEW — $33.42 -7.1%
1156 HLNE HAMILTON LANE INC Financial Services 11.0 $867.0 — NEW — $78.82 +9.4%
1157 LKFN LAKELAND FINL CORP Financial Services 14.0 $864.0 — NEW — $61.71 -3.6%
1158 — NPK INTERNATIONAL INC — 54.0 $859.0 — NEW — $15.91 —
1159 NAVI NAVIENT CORPORATION Financial Services 100.0 $851.0 — NEW — $8.51 +7.2%
1160 PFBC PREFERRED BK LOS ANGELES CA Financial Services 8.0 $850.0 — NEW — $106.25 +3.0%
Page 58 of 77  ·  1,529 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%