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Wealth Enhancement Trust Services’s Hecla Mining HL Stock Holding History

Wealth Enhancement Trust Services’s Portfolio HL Stock Details HL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$167K Buy
10,812
+4,561
+73% +$80.1K 0.02% 307
2026
Q1 		$116K Buy
6,251
+3,323
+113% +$74.8K 0.01% 327
2025
Q4 		$56.2K Buy
+2,928
New +$44.7K 0.01% 417

Other funds holding HL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Hecla Mining (HL) stake by 73% in Q2 2026, buying an estimated $80.1K and bringing the position to 10,812 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #307.

Wealth Enhancement Trust Services first reported a position in HL in Q4 2025 and has held it in 3 quarters since. 400 funds tracked by Wall St. Rank hold HL as of Q2 2026.

  • Wealth Enhancement Trust Services held 10,812 shares of Hecla Mining worth $167K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 4,561 Hecla Mining shares in Q2 2026, an estimated $80.1K.
  • Hecla Mining made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #307 holding.
  • Wealth Enhancement Trust Services first reported a position in Hecla Mining in Q4 2025 and has held it in 3 quarters since.
  • 400 funds tracked by Wall St. Rank held Hecla Mining as of Q2 2026.

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