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Wealth Enhancement Trust Services’s Simpson Manufacturing SSD Stock Holding History

Wealth Enhancement Trust Services’s Portfolio SSD Stock Details SSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$837 Hold
4
– – ﹤0.01% 1165
2026
Q1 		$686 Hold
4
– – ﹤0.01% 741
2025
Q4 		$646 Buy
+4
New +$676 ﹤0.01% 695

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BAAM
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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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Simpson Manufacturing (SSD) position steady in Q2 2026 at 4 shares worth $837. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Wealth Enhancement Trust Services first reported a position in SSD in Q4 2025 and has held it in 3 quarters since. 322 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • Wealth Enhancement Trust Services held 4 shares of Simpson Manufacturing worth $837 as of Q2 2026.
  • Wealth Enhancement Trust Services left its Simpson Manufacturing share count unchanged in Q2 2026.
  • Simpson Manufacturing made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1165 holding.
  • Wealth Enhancement Trust Services first reported a position in Simpson Manufacturing in Q4 2025 and has held it in 3 quarters since.
  • 322 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

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