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Wealth Enhancement Trust Services’s Dow Inc DOW Stock Holding History

Wealth Enhancement Trust Services’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$64.1K Buy
2,342
+1,256
+116% +$45.6K 0.01% 446
2026
Q1 		$45.2K Buy
1,086
+970
+836% +$30.8K 0.01% 471
2025
Q4 		$2.71K Buy
+116
New +$2.67K ﹤0.01% 635

Other funds holding DOW

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Dow Inc (DOW) stake by 116% in Q2 2026, buying an estimated $45.6K and bringing the position to 2,342 shares worth $64.1K. The position accounts for 0.01% of the portfolio, ranked #446.

Wealth Enhancement Trust Services first reported a position in DOW in Q4 2025 and has held it in 3 quarters since. 931 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,342 shares of Dow Inc worth $64.1K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 1,256 Dow Inc shares in Q2 2026, an estimated $45.6K.
  • Dow Inc made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #446 holding.
  • Wealth Enhancement Trust Services first reported a position in Dow Inc in Q4 2025 and has held it in 3 quarters since.
  • 931 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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