Wealth Enhancement Trust Services’s Lindblad Expeditions LIND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3K	Buy	+46	New	+$972	﹤0.01%	1064

Other funds holding LIND

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

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

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

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

PCM

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

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

Wealth Enhancement Trust Services opened a new position in Lindblad Expeditions (LIND) in Q2 2026: 46 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #1064 among its holdings.

125 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

Wealth Enhancement Trust Services held 46 shares of Lindblad Expeditions worth $1.3K as of Q2 2026.
Lindblad Expeditions was a new Wealth Enhancement Trust Services position in Q2 2026.
Lindblad Expeditions made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1064 holding.
125 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

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