WETS
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Wealth Enhancement Trust Services’s Ubiquiti UI Stock Holding History

Wealth Enhancement Trust Services’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7K Sell
22
-86
-80% -$64.9K ﹤0.01% 705
2026
Q1 		$85.4K Buy
108
+3
+3% +$2.04K 0.01% 370
2025
Q4 		$58.1K Buy
+105
New +$66.4K 0.01% 413

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Ubiquiti (UI) stake by 80% in Q2 2026, selling an estimated $64.9K and leaving 22 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Wealth Enhancement Trust Services first reported a position in UI in Q4 2025 and has held it in 3 quarters since. The position peaked at $85.4K in Q1 2026. 277 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Wealth Enhancement Trust Services held 22 shares of Ubiquiti worth $11.7K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 86 Ubiquiti shares in Q2 2026, an estimated $64.9K.
  • Ubiquiti made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #705 holding.
  • Wealth Enhancement Trust Services first reported a position in Ubiquiti in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Ubiquiti position peaked at $85.4K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

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