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Wealth Enhancement Trust Services’s Waldencast WALD Stock Holding History

Wealth Enhancement Trust Services’s Portfolio WALD Stock Details WALD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72 Buy
+41
New +$55 ﹤0.01% 1436

Other funds holding WALD

MADR
Milestones Administradora de Recursos Jaragua Do Sul, Brazil $518M AUM 28.77% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Waldencast (WALD) in Q2 2026: 41 shares worth $72. The stake represents ﹤0.01% of the portfolio and ranks #1436 among its holdings.

11 funds tracked by Wall St. Rank hold WALD as of Q2 2026.

  • Wealth Enhancement Trust Services held 41 shares of Waldencast worth $72 as of Q2 2026.
  • Waldencast was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Waldencast made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1436 holding.
  • 11 funds tracked by Wall St. Rank held Waldencast as of Q2 2026.

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