Wealth Enhancement Trust Services’s Waterstone Financial WSBF Stock Holding History

Wealth Enhancement Trust Services’s Portfolio WSBF Stock Details WSBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$187	Buy	+9	New	+$168	﹤0.01%	1367

Other funds holding WSBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

JGUA

John G. Ullman & Associates Corning, New York $824M AUM 78.19% 1-Year Est. Return

Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Waterstone Financial (WSBF) in Q2 2026: 9 shares worth $187. The stake represents ﹤0.01% of the portfolio and ranks #1367 among its holdings.

66 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

Wealth Enhancement Trust Services held 9 shares of Waterstone Financial worth $187 as of Q2 2026.
Waterstone Financial was a new Wealth Enhancement Trust Services position in Q2 2026.
Waterstone Financial made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1367 holding.
66 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

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