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Wealth Enhancement Trust Services’s Annaly Capital Management NLY Stock Holding History

Wealth Enhancement Trust Services’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.4K Buy
779
+417
+115% +$9.21K ﹤0.01% 644
2026
Q1 		$7.66K Sell
362
-181
-33% -$4.12K ﹤0.01% 605
2025
Q4 		$12.1K Buy
+543
New +$11.8K ﹤0.01% 550

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Annaly Capital Management (NLY) stake by 115% in Q2 2026, buying an estimated $9.21K and bringing the position to 779 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Wealth Enhancement Trust Services first reported a position in NLY in Q4 2025 and has held it in 3 quarters since. 648 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Wealth Enhancement Trust Services held 779 shares of Annaly Capital Management worth $17.4K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 417 Annaly Capital Management shares in Q2 2026, an estimated $9.21K.
  • Annaly Capital Management made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #644 holding.
  • Wealth Enhancement Trust Services first reported a position in Annaly Capital Management in Q4 2025 and has held it in 3 quarters since.
  • 648 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

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