Wealth Enhancement Trust Services, Inc.
Position in MORN — Morningstar, Inc.
CIK 2067696
SIOUX FALLS, SD
Position in MORN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$13,885
+$13,716 QoQ
Shares Held
89
+8800.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#348
of 419 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $1,538,672 across 9 Financial Data & Stock Exchanges names. MORN ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,282 | $831,857 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
2,598 | $319,839 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
2,560 | $201,779 | |
| 4 | MSCI |
MSCI Inc.
|
147 | $82,325 | |
| 5 | MCO |
Moodys Corp /De/
|
141 | $63,860 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
61 | $14,802 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
89 | $13,885 | |
| 8 | FDS |
Factset Research Systems Inc
|
42 | $9,663 |
All Filings in MORN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,885 | 89 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $169 | 1 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $217 | 1 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||