Wealth Enhancement Trust Services’s HCI Group HCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$701	Buy	+4	New	+$630	﹤0.01%	1191

Other funds holding HCI

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

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

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

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

BWM

Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in HCI Group (HCI) in Q2 2026: 4 shares worth $701. The stake represents ﹤0.01% of the portfolio and ranks #1191 among its holdings.

182 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

Wealth Enhancement Trust Services held 4 shares of HCI Group worth $701 as of Q2 2026.
HCI Group was a new Wealth Enhancement Trust Services position in Q2 2026.
HCI Group made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1191 holding.
182 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

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