Wealth Enhancement Trust Services’s Oklo OKLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.4K	Hold	333	–	–	﹤0.01%	645
2026 Q1	$16.5K	Buy	+333	New	+$23.9K	﹤0.01%	553

Other funds holding OKLO

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Oklo (OKLO) position steady in Q2 2026 at 333 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Wealth Enhancement Trust Services first reported a position in OKLO in Q1 2026 and has held it in 2 quarters since. 520 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Wealth Enhancement Trust Services held 333 shares of Oklo worth $17.4K as of Q2 2026.
Wealth Enhancement Trust Services left its Oklo share count unchanged in Q2 2026.
Oklo made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #645 holding.
Wealth Enhancement Trust Services first reported a position in Oklo in Q1 2026 and has held it in 2 quarters since.
520 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

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