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Wealth Enhancement Trust Services’s State Street STT Stock Holding History

Wealth Enhancement Trust Services’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$336K Buy
1,981
+485
+32% +$74.8K 0.04% 241
2026
Q1 		$189K Buy
1,496
+18
+1% +$2.3K 0.02% 285
2025
Q4 		$191K Buy
+1,478
New +$177K 0.02% 264

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its State Street (STT) stake by 32% in Q2 2026, buying an estimated $74.8K and bringing the position to 1,981 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #241.

Wealth Enhancement Trust Services first reported a position in STT in Q4 2025 and has held it in 3 quarters since. 920 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,981 shares of State Street worth $336K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 485 State Street shares in Q2 2026, an estimated $74.8K.
  • State Street made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #241 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street in Q4 2025 and has held it in 3 quarters since.
  • 920 funds tracked by Wall St. Rank held State Street as of Q2 2026.

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