Wealth Enhancement Trust Services, Inc.

Position in WMT — Walmart Inc.

CIK 2067696 SIOUX FALLS, SD

Position in WMT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$7,413,206

-$759,321 QoQ

Shares Held

65,453

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.73%

of 13F equity value

Holder Rank

#1,063

of 4,378 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 41% Shared 0% None 59%

Consumer Defensive · as of Jun 30, 2026

Wealth Enhancement Trust Services, Inc. holds $12,416,618 across 5 Discount Stores names. WMT ranks #1 (59.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	65,453	$7,413,206
2	COST	Costco Wholesale Corp /New	5,202	$4,866,314
3	TGT	Target Corp	908	$118,593
4	BJ	BJ's Wholesale Club Holdings, Inc.	206	$17,967
5	OLLI	Ollie's Bargain Outlet Holdings, Inc.	7	$538

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,413,206	65,453	-0.5%	Shares	Defined	2026-07-22
2026-03-31	$8,172,527	65,759	-0.5%	Shares	Defined	2026-04-08
2025-12-31	$7,361,192	66,073	—	Shares	Defined	2026-01-27
No filing history on record for this holder in this stock.