Wealth Enhancement Trust Services, Inc.
Position in WMB — Williams Companies, Inc.
CIK 2067696
SIOUX FALLS, SD
Position in WMB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$99,466
-$605 QoQ
Shares Held
1,338
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,558
of 1,824 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $3,087,386 across 9 Oil & Gas Midstream names. WMB ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
5,002 | $1,341,235 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
26,050 | $957,597 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
17,940 | $573,541 | |
| 4 | ET |
Energy Transfer LP
|
5,344 | $102,177 | |
| 5 | WMB |
Williams Companies, Inc.
This page
|
1,338 | $99,466 | |
| 6 | OKE |
Oneok Inc /New/
|
98 | $8,520 | |
| 7 | STNG |
Scorpio Tankers Inc.
|
57 | $3,947 | |
| 8 | NFE |
New Fortress Energy Inc.
|
1,436 | $521 |
All Filings in WMB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,466 | 1,338 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $100,071 | 1,375 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $80,787 | 1,344 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||