Wealth Enhancement Trust Services, Inc.
All 13F Filings
- Location
- Sioux Falls, SD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 900,111
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 1,529 | 900,111 | 13F-HR/A - RESTATEMENT | Wealth Enhancement Trust Services, Inc. |
| Q2 2026 | 7/15/2026 | 738 | 791,554 | 13F-HR | Wealth Enhancement Trust Services, Inc. |
| Q1 2026 | 4/8/2026 | 779 | 826,483 | 13F-HR | Wealth Enhancement Trust Services, Inc. |
| 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 | 481.9 K | 53.5% | 12.12 K | 0 | 12.12 K |
| ETFs | 418.1 K | 46.5% | 61.46 K | 0 | 61.46 K |
| Other | 40 | 0.0% | 25 | 0 | 25 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
900,111
Holdings
1529
QoQ value change ($000)
73,628
(8.9%)
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.