Wealth Enhancement Trust Services, Inc.
Position in WSM — Williams Sonoma Inc
CIK 2067696
SIOUX FALLS, SD
Position in WSM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$61,072
+$13,303 QoQ
Shares Held
262
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#838
of 996 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $110,702 across 11 Specialty Retail names. WSM ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
This page
|
262 | $61,072 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
635 | $20,072 | |
| 3 | ULTA |
Ulta Beauty, Inc.
|
18 | $8,117 | |
| 4 | MUSA |
Murphy USA Inc.
|
12 | $6,466 | |
| 5 | CASY |
Caseys General Stores Inc
|
7 | $5,563 | |
| 6 | FIVE |
Five Below, Inc
|
21 | $3,775 | |
| 7 | BBWI |
Bath & Body Works, Inc.
|
112 | $2,590 | |
| 8 | DKS |
Dick's Sporting Goods, Inc.
|
5 | $1,134 |
All Filings in WSM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,072 | 262 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $47,769 | 262 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $46,790 | 262 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||