Wealth Enhancement Trust Services, Inc.
All 13F Filings
- Location
- Sioux Falls, SD
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 791,554
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 738 | 791,554 | 13F-HR | Wealth Enhancement Trust Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 657.3 K | 83.0% | 657.3 K | 0 | 657.3 K |
| ETFs | 134.1 K | 16.9% | 134.1 K | 0 | 134.1 K |
| Other | 123 | 0.0% | 123 | 0 | 123 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
791,554
Holdings
738
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.