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Wealth Enhancement Trust Services’s Vistra VST Stock Holding History

Wealth Enhancement Trust Services’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47K Hold
296
– – 0.01% 496
2026
Q1 		$44.5K Buy
296
+24
+9% +$3.88K 0.01% 473
2025
Q4 		$43.9K Buy
+272
New +$49.5K 0.01% 451

Other funds holding VST

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Vistra (VST) position steady in Q2 2026 at 296 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #496.

Wealth Enhancement Trust Services first reported a position in VST in Q4 2025 and has held it in 3 quarters since. 1,046 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Wealth Enhancement Trust Services held 296 shares of Vistra worth $47K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Vistra share count unchanged in Q2 2026.
  • Vistra made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #496 holding.
  • Wealth Enhancement Trust Services first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
  • 1,046 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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