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Manager record

Wealth Enhancement Trust Services, Inc.

Sioux Falls, SD · CIK 2067696 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$936.61MReported 13F valueQ3 2026 · as filed
1,120Holdings listed
+4.1%vs prior quartervalue change includes market moves
4Quarters on record
Oct 07Latest filed
Reported 13F value by quarter, Q4 2025 to Q3 2026Q4 2025: $791.6M$791.6MQ4 20251,052 holdingsQ1 2026: $826.5M$826.5MQ1 20261,109 holdingsQ2 2026: $900.1M$900.1MQ2 20261,903 holdingsQ3 2026: $936.6M$936.6MQ3 20261,120 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 07 2026 13F-HR · period Q3 2026

$936.61M · 1,120 holdings listed · View original SEC filing ↗
Jul 22 2026 13F-HR/A · period Q2 2026

$900.11M · 1,903 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 15 2026 13F-HR · period Q2 2026

$791.55M · 1,052 holdings listed · View original SEC filing ↗
Apr 08 2026 13F-HR · period Q1 2026

$826.48M · 1,109 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$791.55M · 1,052 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 07, 2026 · Change methodology