WETS
EQH icon

Wealth Enhancement Trust Services’s Equitable Holdings EQH Stock Holding History

Wealth Enhancement Trust Services’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.71K Buy
39
+9
+30% +$376 ﹤0.01% 1025
2026
Q1 		$1.11K Hold
30
– – ﹤0.01% 720
2025
Q4 		$1.43K Buy
+30
New +$1.42K ﹤0.01% 660

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Equitable Holdings (EQH) stake by 30% in Q2 2026, buying an estimated $376 and bringing the position to 39 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Wealth Enhancement Trust Services first reported a position in EQH in Q4 2025 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Wealth Enhancement Trust Services held 39 shares of Equitable Holdings worth $1.71K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 9 Equitable Holdings shares in Q2 2026, an estimated $376.
  • Equitable Holdings made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1025 holding.
  • Wealth Enhancement Trust Services first reported a position in Equitable Holdings in Q4 2025 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

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