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Wealth Enhancement Trust Services’s Donaldson DCI Stock Holding History

Wealth Enhancement Trust Services’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.5K Sell
39
-43
-52% -$3.7K ﹤0.01% 907
2026
Q1 		$6.96K Buy
82
+43
+110% +$4.15K ﹤0.01% 608
2025
Q4 		$3.46K Buy
+39
New +$3.39K ﹤0.01% 623

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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Donaldson (DCI) stake by 52% in Q2 2026, selling an estimated $3.7K and leaving 39 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Wealth Enhancement Trust Services first reported a position in DCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.96K in Q1 2026. 501 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Wealth Enhancement Trust Services held 39 shares of Donaldson worth $3.5K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 43 Donaldson shares in Q2 2026, an estimated $3.7K.
  • Donaldson made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #907 holding.
  • Wealth Enhancement Trust Services first reported a position in Donaldson in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Donaldson position peaked at $6.96K in Q1 2026.
  • 501 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

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