WETS
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Wealth Enhancement Trust Services’s Tradeweb Markets TW Stock Holding History

Wealth Enhancement Trust Services’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Sell
10,197
-378
-4% -$41K 0.11% 146
2026
Q1 		$1.24M Buy
10,575
+4,888
+86% +$559K 0.15% 126
2025
Q4 		$612K Buy
+5,687
New +$611K 0.08% 187

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
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Bessemer Group
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Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JAM
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Tradeweb Markets (TW) stake by 3.6% in Q2 2026, selling an estimated $41K and leaving 10,197 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #146.

Wealth Enhancement Trust Services first reported a position in TW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.24M in Q1 2026. 338 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Wealth Enhancement Trust Services held 10,197 shares of Tradeweb Markets worth $1.02M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 378 Tradeweb Markets shares in Q2 2026, an estimated $41K.
  • Tradeweb Markets made up 0.11% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #146 holding.
  • Wealth Enhancement Trust Services first reported a position in Tradeweb Markets in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Tradeweb Markets position peaked at $1.24M in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

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