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Wealth Enhancement Trust Services’s FinWise Bancorp FINW Stock Holding History

Wealth Enhancement Trust Services’s Portfolio FINW Stock Details FINW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15 Buy
+1
New +$15 ﹤0.01% 1510

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GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
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EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in FinWise Bancorp (FINW) in Q2 2026: 1 share worth $15. The stake represents ﹤0.01% of the portfolio and ranks #1510 among its holdings.

10 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • Wealth Enhancement Trust Services held 1 share of FinWise Bancorp worth $15 as of Q2 2026.
  • FinWise Bancorp was a new Wealth Enhancement Trust Services position in Q2 2026.
  • FinWise Bancorp made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1510 holding.
  • 10 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

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