Wealth Enhancement Trust Services, Inc.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2067696
SIOUX FALLS, SD
Position in BR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$13,420
+$11,633 QoQ
Shares Held
98
+790.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#901
of 1,003 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $1,209,035 across 20 Information Technology Services names. BR ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
2,856 | $803,135 | |
| 2 | ACN |
Accenture plc
|
1,687 | $209,929 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
1,463 | $56,881 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
1,230 | $47,637 | |
| 5 | CNXC |
Concentrix Corp
|
2,008 | $44,988 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
This page
|
98 | $13,420 | |
| 7 | JKHY |
Jack Henry & Associates Inc
|
50 | $6,886 | |
| 8 | EXLS |
ExlService Holdings, Inc.
|
259 | $6,697 |
All Filings in BR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,420 | 98 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $1,787 | 11 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $2,454 | 11 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||