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Wealth Enhancement Trust Services’s Starwood Property Trust STWD Stock Holding History

Wealth Enhancement Trust Services’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.22K Buy
+387
New +$6.18K ﹤0.01% 639

Other funds holding STWD

CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Wealth Enhancement Trust Services's STWD Position: Q3 2026 in Review

Wealth Enhancement Trust Services opened a new position in Starwood Property Trust (STWD) in Q3 2026: 387 shares worth $5.22K. The stake represents ﹤0.01% of the portfolio and ranks #639 among its holdings.

9 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Wealth Enhancement Trust Services held 387 shares of Starwood Property Trust worth $5.22K as of Q3 2026.
  • Starwood Property Trust was a new Wealth Enhancement Trust Services position in Q3 2026.
  • Starwood Property Trust made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #639 holding.
  • 9 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.