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Wealth Enhancement Trust Services’s Walt Disney DIS Stock Holding History

Wealth Enhancement Trust Services’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Sell
14,319
-520
-4% -$53K 0.15% 124
2026
Q1 		$1.43M Sell
14,839
-9,166
-38% -$969K 0.17% 114
2025
Q4 		$2.73M Buy
+24,005
New +$2.64M 0.35% 59

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Walt Disney (DIS) stake by 3.5% in Q2 2026, selling an estimated $53K and leaving 14,319 shares worth $1.38M. The position accounts for 0.15% of the portfolio, ranked #124.

Wealth Enhancement Trust Services first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.73M in Q4 2025. 2,316 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Wealth Enhancement Trust Services held 14,319 shares of Walt Disney worth $1.38M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 520 Walt Disney shares in Q2 2026, an estimated $53K.
  • Walt Disney made up 0.15% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #124 holding.
  • Wealth Enhancement Trust Services first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Walt Disney position peaked at $2.73M in Q4 2025.
  • 2,316 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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