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Portfolio (Quarterly) Guide ↗

Wealth Enhancement Trust Services, Inc.

· CIK 0002067696
13F Portfolio $792M AUM 1,052 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 738 New
Page 35 of 37  ·  738 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 HXL HEXCEL CORP NEW Industrials 11.0 $813.0 NEW $73.91 +17.4%
682 URI UNITED RENTALS INC Industrials 1.0 $809.0 NEW $809.00 +15.5%
683 SNDR SCHNEIDER NATIONAL INC Industrials 30.0 $796.0 NEW $26.53 +24.8%
684 GEN GEN DIGITAL INC Technology 29.0 $789.0 NEW $27.21 -9.3%
685 NYT NEW YORK TIMES CO Communication Services 11.0 $764.0 NEW $69.45 +7.1%
686 SF STIFEL FINL CORP Financial Services 6.0 $751.0 NEW $125.17 -41.3%
687 MJ AMPLIFY ETF TR 25.0 $745.0 NEW $29.80 -15.5%
688 ARMK ARAMARK Industrials 20.0 $737.0 NEW $36.85 +39.8%
689 CTRA COTERRA ENERGY INC Energy 28.0 $737.0 NEW $26.32 +23.7%
690 WMG WARNER MUSIC GROUP CORP Communication Services 24.0 $736.0 NEW $30.67 +10.8%
691 NDSN NORDSON CORP Industrials 3.0 $721.0 NEW $240.33 +14.8%
692 CRC CALIFORNIA RES CORP Energy 16.0 $715.0 NEW $44.69 +38.8%
693 NEU NEWMARKET CORP Basic Materials 1.0 $687.0 NEW $687.00 +2.7%
694 PCAR PACCAR INC Industrials 6.0 $657.0 NEW $109.50 +2.1%
695 SSD SIMPSON MFG INC Industrials 4.0 $646.0 NEW $161.50 +13.2%
696 ODFL OLD DOMINION FREIGHT LINE IN Industrials 4.0 $627.0 NEW $156.75 +33.3%
697 TKO TKO GROUP HOLDINGS INC Communication Services 3.0 $627.0 NEW $209.00 -6.6%
698 RRC RANGE RES CORP Energy 17.0 $599.0 NEW $35.24 +20.2%
699 VLYPN VALLEY NATL BANCORP Financial Services 50.0 $584.0 NEW $11.68 +122.5%
700 CHDN CHURCHILL DOWNS INC Consumer Cyclical 5.0 $569.0 NEW $113.80 -24.2%
Page 35 of 37  ·  738 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.6%
Financial Services 18.5%
Healthcare 11.1%
Communication Services 10.9%
Consumer Cyclical 8.5%
Consumer Defensive 6.4%
Industrials 6.0%
Energy 2.8%
Basic Materials 2.0%
Utilities 1.3%