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Wealth Enhancement Trust Services’s Western Alliance Bancorporation WAL Stock Holding History

Wealth Enhancement Trust Services’s Portfolio WAL Stock Details WAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.9K Buy
412
+382
+1,273% +$30.2K ﹤0.01% 549
2026
Q1 		$2.13K Hold
30
– – ﹤0.01% 686
2025
Q4 		$2.52K Buy
+30
New +$2.44K ﹤0.01% 638

Other funds holding WAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Western Alliance Bancorporation (WAL) stake by 1,273% in Q2 2026, buying an estimated $30.2K and bringing the position to 412 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Wealth Enhancement Trust Services first reported a position in WAL in Q4 2025 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • Wealth Enhancement Trust Services held 412 shares of Western Alliance Bancorporation worth $33.9K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 382 Western Alliance Bancorporation shares in Q2 2026, an estimated $30.2K.
  • Western Alliance Bancorporation made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #549 holding.
  • Wealth Enhancement Trust Services first reported a position in Western Alliance Bancorporation in Q4 2025 and has held it in 3 quarters since.
  • 350 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

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