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Wealth Enhancement Trust Services’s Williams Companies WMB Stock Holding History

Wealth Enhancement Trust Services’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$99.5K Sell
1,338
-37
-3% -$2.72K 0.01% 370
2026
Q1 		$100K Buy
1,375
+31
+2% +$2.15K 0.01% 343
2025
Q4 		$80.8K Buy
+1,344
New +$81.3K 0.01% 366

Other funds holding WMB

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Williams Companies (WMB) stake by 2.7% in Q2 2026, selling an estimated $2.72K and leaving 1,338 shares worth $99.5K. The position accounts for 0.01% of the portfolio, ranked #370.

Wealth Enhancement Trust Services first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $100K in Q1 2026. 1,422 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,338 shares of Williams Companies worth $99.5K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 37 Williams Companies shares in Q2 2026, an estimated $2.72K.
  • Williams Companies made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #370 holding.
  • Wealth Enhancement Trust Services first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Williams Companies position peaked at $100K in Q1 2026.
  • 1,422 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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