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Wealth Enhancement Trust Services’s Visa V Stock Holding History

Wealth Enhancement Trust Services’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14M Sell
40,829
-4,400
-10% -$1.41M 1.56% 13
2026
Q1 		$13.7M Sell
45,229
-295
-0.6% -$94.9K 1.65% 11
2025
Q4 		$16M Buy
+45,524
New +$15.5M 2.02% 10

Other funds holding V

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Visa (V) stake by 9.7% in Q2 2026, selling an estimated $1.41M and leaving 40,829 shares worth $14M. The position accounts for 1.56% of the portfolio, ranked #13.

Wealth Enhancement Trust Services first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $16M in Q4 2025. 3,626 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wealth Enhancement Trust Services held 40,829 shares of Visa worth $14M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 4,400 Visa shares in Q2 2026, an estimated $1.41M.
  • Visa made up 1.56% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #13 holding.
  • Wealth Enhancement Trust Services first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Visa position peaked at $16M in Q4 2025.
  • 3,626 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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