WETS
SOFI icon

Wealth Enhancement Trust Services’s SoFi Technologies SOFI Stock Holding History

Wealth Enhancement Trust Services’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.09K Hold
228
– – ﹤0.01% 875
2026
Q1 		$3.62K Hold
228
– – ﹤0.01% 660
2025
Q4 		$5.97K Buy
+228
New +$6.35K ﹤0.01% 591

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its SoFi Technologies (SOFI) position steady in Q2 2026 at 228 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Wealth Enhancement Trust Services first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.97K in Q4 2025. 747 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Wealth Enhancement Trust Services held 228 shares of SoFi Technologies worth $4.09K as of Q2 2026.
  • Wealth Enhancement Trust Services left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #875 holding.
  • Wealth Enhancement Trust Services first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's SoFi Technologies position peaked at $5.97K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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