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Wealth Enhancement Trust Services’s British American Tobacco BTI Stock Holding History

Wealth Enhancement Trust Services’s Portfolio BTI Stock Details BTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259K Buy
4,198
+1,786
+74% +$108K 0.03% 266
2026
Q1 		$141K Buy
+2,412
New +$143K 0.02% 311

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Trust Services's BTI Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its British American Tobacco (BTI) stake by 74% in Q2 2026, buying an estimated $108K and bringing the position to 4,198 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #266.

Wealth Enhancement Trust Services first reported a position in BTI in Q1 2026 and has held it in 2 quarters since. 683 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Wealth Enhancement Trust Services held 4,198 shares of British American Tobacco worth $259K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 1,786 British American Tobacco shares in Q2 2026, an estimated $108K.
  • British American Tobacco made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #266 holding.
  • Wealth Enhancement Trust Services first reported a position in British American Tobacco in Q1 2026 and has held it in 2 quarters since.
  • 683 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.