Wealth Enhancement Trust Services, Inc.
All 13F Filings
- Location
- Sioux Falls, SD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 826,483
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 469.8 K | 56.8% | 0 | 187.5 K | -187.5 K |
| ETFs | 356.7 K | 43.2% | 222.6 K | 0 | 222.6 K |
| Other | 15 | 0.0% | 0 | 108 | -108 |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
826,483
Holdings
779
QoQ value change ($000)
34,929
(4.4%)
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.