Wealth Enhancement Trust Services’s Fate Therapeutics FATE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$932	Buy	+345	New	+$638	﹤0.01%	1145

Other funds holding FATE

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

PFM

Privium Fund Management Amsterdam, Netherlands $544M AUM 72.49% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Fate Therapeutics (FATE) in Q2 2026: 345 shares worth $932. The stake represents ﹤0.01% of the portfolio and ranks #1145 among its holdings.

86 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

Wealth Enhancement Trust Services held 345 shares of Fate Therapeutics worth $932 as of Q2 2026.
Fate Therapeutics was a new Wealth Enhancement Trust Services position in Q2 2026.
Fate Therapeutics made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1145 holding.
86 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

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