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Wealth Enhancement Trust Services’s Factset FDS Stock Holding History

Wealth Enhancement Trust Services’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.66K Buy
+42
New +$9.65K ﹤0.01% 735

Other funds holding FDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Factset (FDS) in Q2 2026: 42 shares worth $9.66K. The stake represents ﹤0.01% of the portfolio and ranks #735 among its holdings.

604 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Wealth Enhancement Trust Services held 42 shares of Factset worth $9.66K as of Q2 2026.
  • Factset was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Factset made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #735 holding.
  • 604 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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