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Wealth Enhancement Trust Services’s Pegasystems PEGA Stock Holding History

Wealth Enhancement Trust Services’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02K Buy
+34
New +$1.22K ﹤0.01% 1128
2026
Q1 		– Sell
-302
Closed -$18K – 812
2025
Q4 		$18K Buy
+302
New +$17.7K ﹤0.01% 522

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIA
Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Pegasystems (PEGA) in Q2 2026: 34 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #1128 among its holdings. This is a return to the name: Wealth Enhancement Trust Services previously reported a position in PEGA as recently as Q4 2025.

Wealth Enhancement Trust Services first reported a position in PEGA in Q4 2025 and has held it in 2 quarters since. The position peaked at $18K in Q4 2025. 295 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Wealth Enhancement Trust Services held 34 shares of Pegasystems worth $1.02K as of Q2 2026.
  • Pegasystems was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Pegasystems made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1128 holding.
  • Wealth Enhancement Trust Services first reported a position in Pegasystems in Q4 2025 and has held it in 2 quarters since.
  • Wealth Enhancement Trust Services's Pegasystems position peaked at $18K in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

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