WETS
SF

Wealth Enhancement Trust Services’s Stifel SF Stock Holding History

Wealth Enhancement Trust Services’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.7K Buy
139
+130
+1,444% +$9.69K ﹤0.01% 732
2026
Q1 		$665 Hold
9
– – ﹤0.01% 742
2025
Q4 		$751 Buy
+9
New +$719 ﹤0.01% 686

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Stifel (SF) stake by 1,444% in Q2 2026, buying an estimated $9.69K and bringing the position to 139 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Wealth Enhancement Trust Services first reported a position in SF in Q4 2025 and has held it in 3 quarters since. 456 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Wealth Enhancement Trust Services held 139 shares of Stifel worth $9.7K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 130 Stifel shares in Q2 2026, an estimated $9.69K.
  • Stifel made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #732 holding.
  • Wealth Enhancement Trust Services first reported a position in Stifel in Q4 2025 and has held it in 3 quarters since.
  • 456 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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