Carson Wealth (CWM LLC)
WCEO

Carson Wealth (CWM LLC)’s Hypatia Women CEO ETF WCEO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WCEO Stock Details WCEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.39K Hold
132
– – ﹤0.01% 5070
2025
Q4 		$4K Hold
132
– – ﹤0.01% 4927
2025
Q3 		$4K Buy
+132
New +$4.18K ﹤0.01% 4860

Other funds holding WCEO

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WCEO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Hypatia Women CEO ETF (WCEO) position steady in Q1 2026 at 132 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #5070.

Carson Wealth (CWM LLC) first reported a position in WCEO in Q3 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold WCEO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 132 shares of Hypatia Women CEO ETF worth $4.39K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Hypatia Women CEO ETF share count unchanged in Q1 2026.
  • Hypatia Women CEO ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5070 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hypatia Women CEO ETF in Q3 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Hypatia Women CEO ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.