Wealth Enhancement Trust Services’s First Watch Restaurant Group FWRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.53K	Buy	+119	New	+$1.4K	﹤0.01%	1043

Other funds holding FWRG

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

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

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

Wealth Enhancement Trust Services opened a new position in First Watch Restaurant Group (FWRG) in Q2 2026: 119 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #1043 among its holdings.

121 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

Wealth Enhancement Trust Services held 119 shares of First Watch Restaurant Group worth $1.53K as of Q2 2026.
First Watch Restaurant Group was a new Wealth Enhancement Trust Services position in Q2 2026.
First Watch Restaurant Group made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1043 holding.
121 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

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