Wealth Enhancement Trust Services
CZWI icon

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
Q3 		– Sell
-2
Closed -$47 – 979
2026
Q2 		$47 Buy
+2
New +$42 ﹤0.01% 1459

Other funds holding CZWI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
GJL
Gendell Jeffrey L $9.6B AUM 75.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Wealth Enhancement Trust Services's CZWI Position: Q3 2026 in Review

Wealth Enhancement Trust Services sold out of Citizens Community Bancorp (CZWI) in Q3 2026, closing a stake of 2 shares — an estimated $47 sold.

Wealth Enhancement Trust Services first reported a position in CZWI in Q2 2026 and held it in 1 quarter. The position peaked at $47 in Q2 2026. 75 funds tracked by Wall St. Rank hold CZWI as of Q3 2026.

  • Wealth Enhancement Trust Services reported no remaining Citizens Community Bancorp position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 2 Citizens Community Bancorp shares in Q3 2026, an estimated $47.
  • Wealth Enhancement Trust Services first reported a position in Citizens Community Bancorp in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's Citizens Community Bancorp position peaked at $47 in Q2 2026.
  • 75 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.