WETS
CLDT

Wealth Enhancement Trust Services’s Chatham Lodging CLDT Stock Holding History

Wealth Enhancement Trust Services’s Portfolio CLDT Stock Details CLDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$278 Buy
+21
New +$217 ﹤0.01% 1316

Other funds holding CLDT

BlackRock
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DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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 $3.37T AUM 44.26% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Chatham Lodging (CLDT) in Q2 2026: 21 shares worth $278. The stake represents ﹤0.01% of the portfolio and ranks #1316 among its holdings.

103 funds tracked by Wall St. Rank hold CLDT as of Q2 2026.

  • Wealth Enhancement Trust Services held 21 shares of Chatham Lodging worth $278 as of Q2 2026.
  • Chatham Lodging was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Chatham Lodging made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1316 holding.
  • 103 funds tracked by Wall St. Rank held Chatham Lodging as of Q2 2026.

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