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Wealth Enhancement Trust Services’s Blue Owl Capital OWL Stock Holding History

Wealth Enhancement Trust Services’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.13K Buy
+586
New +$5.57K ﹤0.01% 836

Other funds holding OWL

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
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
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Blue Owl Capital (OWL) in Q2 2026: 586 shares worth $5.13K. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings.

432 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Wealth Enhancement Trust Services held 586 shares of Blue Owl Capital worth $5.13K as of Q2 2026.
  • Blue Owl Capital was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Blue Owl Capital made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #836 holding.
  • 432 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

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