WETS
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Wealth Enhancement Trust Services’s Gartner IT Stock Holding History

Wealth Enhancement Trust Services’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$648 Sell
5
-59
-92% -$8.89K ﹤0.01% 1201
2026
Q1 		$10.1K Hold
64
– – ﹤0.01% 588
2025
Q4 		$16.1K Buy
+64
New +$15.4K ﹤0.01% 533

Other funds holding IT

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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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Gartner (IT) stake by 92% in Q2 2026, selling an estimated $8.89K and leaving 5 shares worth $648. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Wealth Enhancement Trust Services first reported a position in IT in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.1K in Q4 2025. 433 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Wealth Enhancement Trust Services held 5 shares of Gartner worth $648 as of Q2 2026.
  • Wealth Enhancement Trust Services sold 59 Gartner shares in Q2 2026, an estimated $8.89K.
  • Gartner made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1201 holding.
  • Wealth Enhancement Trust Services first reported a position in Gartner in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Gartner position peaked at $16.1K in Q4 2025.
  • 433 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

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