WETS
RWT

Wealth Enhancement Trust Services’s Redwood Trust RWT Stock Holding History

Wealth Enhancement Trust Services’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.79K Hold
800
– – ﹤0.01% 895
2026
Q1 		$4.49K Hold
800
– – ﹤0.01% 639
2025
Q4 		$4.42K Buy
+800
New +$4.4K ﹤0.01% 607

Other funds holding RWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

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

Wealth Enhancement Trust Services held its Redwood Trust (RWT) position steady in Q2 2026 at 800 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Wealth Enhancement Trust Services first reported a position in RWT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.49K in Q1 2026. 172 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • Wealth Enhancement Trust Services held 800 shares of Redwood Trust worth $3.79K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Redwood Trust share count unchanged in Q2 2026.
  • Redwood Trust made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #895 holding.
  • Wealth Enhancement Trust Services first reported a position in Redwood Trust in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Redwood Trust position peaked at $4.49K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

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