Wealth Enhancement Trust Services, Inc.
Position in SSNC — SS&C Technologies Holdings Inc
CIK 2067696
SIOUX FALLS, SD
Position in SSNC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$48,957
+$511 QoQ
Shares Held
789
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#583
of 719 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in SSNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $4,149,014 across 51 Software - Application names. SSNC ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
6,348 | $1,656,828 | |
| 2 | ALKT |
Alkami Technology, Inc.
|
46,310 | $839,137 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,356 | $527,625 | |
| 4 | CRM |
Salesforce, Inc.
|
1,305 | $204,440 | |
| 5 | SAP |
Sap SE
|
1,014 | $156,267 | |
| 6 | SHOP |
Shopify Inc.
|
1,180 | $134,732 | |
| 7 | ADBE |
Adobe Inc.
|
657 | $134,698 | |
| 8 | PAYC |
Paycom Software, Inc.
|
755 | $94,888 |
All Filings in SSNC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,957 | 789 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $48,446 | 717 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $62,679 | 717 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||