Wealth Enhancement Trust Services’s Evertec EVTC Stock Holding History

Wealth Enhancement Trust Services’s Portfolio EVTC Stock Details EVTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.47K	Buy	+53	New	+$1.41K	﹤0.01%	1047

Other funds holding EVTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

CCP

Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Evertec (EVTC) in Q2 2026: 53 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #1047 among its holdings.

169 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

Wealth Enhancement Trust Services held 53 shares of Evertec worth $1.47K as of Q2 2026.
Evertec was a new Wealth Enhancement Trust Services position in Q2 2026.
Evertec made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1047 holding.
169 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

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