Wealth Enhancement Trust Services, Inc.
Position in HELE — Helen Of Troy Ltd
CIK 2067696
SIOUX FALLS, SD
Position in HELE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,459
New position
Shares Held
119
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#172
of 199 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $3,821,134 across 17 Household & Personal Products names. HELE ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
24,006 | $3,520,239 | |
| 2 | UL |
Unilever PLC
|
1,854 | $111,462 | |
| 3 | CL |
Colgate Palmolive Co
|
884 | $81,044 | |
| 4 | KMB |
Kimberly Clark Corp
|
375 | $41,163 | |
| 5 | CLX |
Clorox Co /De/
|
250 | $23,860 | |
| 6 | EL |
Estee Lauder Companies Inc
|
174 | $13,737 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
76 | $7,362 | |
| 8 | NWL |
Newell Brands Inc.
|
1,159 | $7,116 |
All Filings in HELE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,459 | 119 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||