Wealth Enhancement Trust Services’s Helen of Troy HELE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.46K	Buy	+119	New	+$2.81K	﹤0.01%	911

Other funds holding HELE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Helen of Troy (HELE) in Q2 2026: 119 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #911 among its holdings.

133 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Wealth Enhancement Trust Services held 119 shares of Helen of Troy worth $3.46K as of Q2 2026.
Helen of Troy was a new Wealth Enhancement Trust Services position in Q2 2026.
Helen of Troy made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #911 holding.
133 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

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