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Willner & Heller’s Vistra VST Stock Holding History

Willner & Heller’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$389K Buy
+2,454
New +$381K 0.24% 115

Other funds holding VST

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Willner & Heller's VST Position: Q2 2026 in Review

Willner & Heller opened a new position in Vistra (VST) in Q2 2026: 2,454 shares worth $389K. The stake represents 0.24% of the portfolio and ranks #115 among its holdings.

173 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Willner & Heller held 2,454 shares of Vistra worth $389K as of Q2 2026.
  • Vistra was a new Willner & Heller position in Q2 2026.
  • Vistra made up 0.24% of Willner & Heller's portfolio in Q2 2026, its #115 holding.
  • 173 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.