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Wealth Enhancement Trust Services’s Wells Fargo WFC Stock Holding History

Wealth Enhancement Trust Services’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$423K Buy
5,120
+374
+8% +$30.1K 0.05% 219
2026
Q1 		$378K Buy
4,746
+2,379
+101% +$204K 0.05% 226
2025
Q4 		$221K Buy
+2,367
New +$205K 0.03% 253

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
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State Farm Mutual Automobile Insurance
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N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Wells Fargo (WFC) stake by 7.9% in Q2 2026, buying an estimated $30.1K and bringing the position to 5,120 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #219.

Wealth Enhancement Trust Services first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,259 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Wealth Enhancement Trust Services held 5,120 shares of Wells Fargo worth $423K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 374 Wells Fargo shares in Q2 2026, an estimated $30.1K.
  • Wells Fargo made up 0.05% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #219 holding.
  • Wealth Enhancement Trust Services first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 2,259 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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