Wealth Enhancement Trust Services’s Root ROOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$112	Buy	+2	New	+$107	﹤0.01%	1401

Other funds holding ROOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Root (ROOT) in Q2 2026: 2 shares worth $112. The stake represents ﹤0.01% of the portfolio and ranks #1401 among its holdings.

79 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

Wealth Enhancement Trust Services held 2 shares of Root worth $112 as of Q2 2026.
Root was a new Wealth Enhancement Trust Services position in Q2 2026.
Root made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1401 holding.
79 funds tracked by Wall St. Rank held Root as of Q2 2026.

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