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Wealth Enhancement Trust Services’s Omega Healthcare OHI Stock Holding History

Wealth Enhancement Trust Services’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.3K Buy
699
+99
+17% +$4.59K ﹤0.01% 552
2026
Q1 		$26.3K Sell
600
-100
-14% -$4.56K ﹤0.01% 524
2025
Q4 		$31K Buy
+700
New +$30.2K ﹤0.01% 479

Other funds holding OHI

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
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
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Omega Healthcare (OHI) stake by 17% in Q2 2026, buying an estimated $4.59K and bringing the position to 699 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Wealth Enhancement Trust Services first reported a position in OHI in Q4 2025 and has held it in 3 quarters since. 585 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Wealth Enhancement Trust Services held 699 shares of Omega Healthcare worth $33.3K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 99 Omega Healthcare shares in Q2 2026, an estimated $4.59K.
  • Omega Healthcare made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #552 holding.
  • Wealth Enhancement Trust Services first reported a position in Omega Healthcare in Q4 2025 and has held it in 3 quarters since.
  • 585 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

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