SEC 13F Intelligence

Managers / Q1 2026

Wealth Enhancement Trust Services, Inc.

CIK 0002067696 · 5006 BROADBAND LN STE 110, SIOUX FALLS, SD, 57108 · 605-271-9697

Reported Value
$826M
Q1 2026
Positions
1,109
Filings on Record
2
2019–present window
Filed
Apr 8, 2026
original filing

Summary

Wealth Enhancement Trust Services, Inc. reported $826M in U.S.-listed holdings across 1,109 positions for Q1 2026.

Its largest position, Two Rds Shared Tr, represents 6.1% of the portfolio.

Compared with Q4 2025, the fund opened 92 new positions and exited 51.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $792MQ4 ’25Q1 ’26: $826MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$826M1,109Apr 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$792M1,052Jan 27, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.