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Wealth Enhancement Trust Services’s Cadiz CDZI Stock Holding History

Wealth Enhancement Trust Services’s Portfolio CDZI Stock Details CDZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$138 Buy
+33
New +$147 ﹤0.01% 1392

Other funds holding CDZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Cadiz (CDZI) in Q2 2026: 33 shares worth $138. The stake represents ﹤0.01% of the portfolio and ranks #1392 among its holdings.

115 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Wealth Enhancement Trust Services held 33 shares of Cadiz worth $138 as of Q2 2026.
  • Cadiz was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Cadiz made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1392 holding.
  • 115 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

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