Wealth Enhancement Trust Services’s Citizens Community Bancorp CZWI Stock Holding History

Wealth Enhancement Trust Services’s Portfolio CZWI Stock Details CZWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47	Buy	+2	New	+$42	﹤0.01%	1459

Other funds holding CZWI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Citizens Community Bancorp (CZWI) in Q2 2026: 2 shares worth $47. The stake represents ﹤0.01% of the portfolio and ranks #1459 among its holdings.

93 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

Wealth Enhancement Trust Services held 2 shares of Citizens Community Bancorp worth $47 as of Q2 2026.
Citizens Community Bancorp was a new Wealth Enhancement Trust Services position in Q2 2026.
Citizens Community Bancorp made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1459 holding.
93 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

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