Wealth Enhancement Trust Services’s Financial Institutions FISI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$234	Buy	+6	New	+$213	﹤0.01%	1343

Other funds holding FISI

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

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

Wealth Enhancement Trust Services opened a new position in Financial Institutions (FISI) in Q2 2026: 6 shares worth $234. The stake represents ﹤0.01% of the portfolio and ranks #1343 among its holdings.

80 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

Wealth Enhancement Trust Services held 6 shares of Financial Institutions worth $234 as of Q2 2026.
Financial Institutions was a new Wealth Enhancement Trust Services position in Q2 2026.
Financial Institutions made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1343 holding.
80 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

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