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Wealth Enhancement Trust Services’s Five Below FIVE Stock Holding History

Wealth Enhancement Trust Services’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.78K Buy
+21
New +$4.52K ﹤0.01% 896

Other funds holding FIVE

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Wealth Enhancement Trust Services opened a new position in Five Below (FIVE) in Q2 2026: 21 shares worth $3.78K. The stake represents ﹤0.01% of the portfolio and ranks #896 among its holdings.

443 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Wealth Enhancement Trust Services held 21 shares of Five Below worth $3.78K as of Q2 2026.
  • Five Below was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Five Below made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #896 holding.
  • 443 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

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