Harbour Investments’s Hypatia Women CEO ETF WCEO Stock Holding History

Harbour Investments’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	$11.3K	Hold	339	–	–	﹤0.01%	3202
2025 Q4	$11.2K	Buy	339 +15	+5%	+$489	﹤0.01%	2688
2025 Q3	$10.6K	Hold	324	–	–	﹤0.01%	2654
2025 Q2	$9.62K	Hold	324	–	–	﹤0.01%	2595
2025 Q1	$9.21K	Buy	324 +163	+101%	+$4.81K	﹤0.01%	2562
2024 Q4	$4.87K	Hold	161	–	–	﹤0.01%	2731
2024 Q3	$5.04K	Hold	161	–	–	﹤0.01%	2623
2024 Q2	$4.57K	Hold	161	–	–	﹤0.01%	2548
2024 Q1	$4.72K	Buy	161 +44	+38%	+$1.23K	﹤0.01%	2510
2023 Q4	$3.3K	Hold	117	–	–	﹤0.01%	2552
2023 Q3	$2.93K	Buy	117 +20	+21%	+$522	﹤0.01%	2446
2023 Q2	$2.53K	Buy	97 +77	+385%	+$1.93K	﹤0.01%	2477
2023 Q1	$518	Buy	+20	New	+$529	﹤0.01%	2804

Other funds holding WCEO

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 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

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

NorthAvenue LLC Columbus, Ohio $140M AUM

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Harbour Investments's WCEO Position: Q1 2026 in Review

Harbour Investments held its Hypatia Women CEO ETF (WCEO) position steady in Q1 2026 at 339 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3202.

Harbour Investments first reported a position in WCEO in Q1 2023 and has held it in 13 quarters since. 12 funds tracked by Wall St. Rank hold WCEO as of Q1 2026.

Harbour Investments held 339 shares of Hypatia Women CEO ETF worth $11.3K as of Q1 2026.
Harbour Investments left its Hypatia Women CEO ETF share count unchanged in Q1 2026.
Hypatia Women CEO ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3202 holding.
Harbour Investments first reported a position in Hypatia Women CEO ETF in Q1 2023 and has held it in 13 quarters since.
12 funds tracked by Wall St. Rank held Hypatia Women CEO ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.