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Wealth Enhancement Trust Services’s Equifax EFX Stock Holding History

Wealth Enhancement Trust Services’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.5K Sell
104
-44
-30% -$7.5K ﹤0.01% 650
2026
Q1 		$26.6K Hold
148
– – ﹤0.01% 522
2025
Q4 		$32.1K Buy
+148
New +$32.4K ﹤0.01% 475

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Wealth Enhancement Trust Services reduced its Equifax (EFX) stake by 30% in Q2 2026, selling an estimated $7.5K and leaving 104 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Wealth Enhancement Trust Services first reported a position in EFX in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.1K in Q4 2025. 650 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Wealth Enhancement Trust Services held 104 shares of Equifax worth $16.5K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 44 Equifax shares in Q2 2026, an estimated $7.5K.
  • Equifax made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #650 holding.
  • Wealth Enhancement Trust Services first reported a position in Equifax in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Equifax position peaked at $32.1K in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

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