WETS
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Wealth Enhancement Trust Services’s SM Energy SM Stock Holding History

Wealth Enhancement Trust Services’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$783 Buy
+30
New +$901 ﹤0.01% 1168

Other funds holding SM

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in SM Energy (SM) in Q2 2026: 30 shares worth $783. The stake represents ﹤0.01% of the portfolio and ranks #1168 among its holdings.

336 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Wealth Enhancement Trust Services held 30 shares of SM Energy worth $783 as of Q2 2026.
  • SM Energy was a new Wealth Enhancement Trust Services position in Q2 2026.
  • SM Energy made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1168 holding.
  • 336 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

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