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Wealth Enhancement Trust Services’s Woodward WWD Stock Holding History

Wealth Enhancement Trust Services’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.56M Sell
3,670
-207
-5% -$78.5K 0.17% 116
2026
Q1 		$1.39M Buy
3,877
+27
+0.7% +$9.72K 0.17% 115
2025
Q4 		$1.16M Buy
+3,850
New +$1.06M 0.15% 121

Other funds holding WWD

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 WWD Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Woodward (WWD) stake by 5.3% in Q2 2026, selling an estimated $78.5K and leaving 3,670 shares worth $1.56M. The position accounts for 0.17% of the portfolio, ranked #116.

Wealth Enhancement Trust Services first reported a position in WWD in Q4 2025 and has held it in 3 quarters since. 480 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Wealth Enhancement Trust Services held 3,670 shares of Woodward worth $1.56M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 207 Woodward shares in Q2 2026, an estimated $78.5K.
  • Woodward made up 0.17% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #116 holding.
  • Wealth Enhancement Trust Services first reported a position in Woodward in Q4 2025 and has held it in 3 quarters since.
  • 480 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

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