Heritage Wealth Advisors
WCEO icon

Heritage Wealth Advisors’s Hypatia Women CEO ETF WCEO Stock Holding History

Heritage Wealth Advisors’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
Q2 		– Sell
-90
Closed -$3K – 738
2026
Q1 		$3K Hold
90
– – ﹤0.01% 604
2025
Q4 		$2.97K Hold
90
– – ﹤0.01% 528
2025
Q3 		$2.93K Hold
90
– – ﹤0.01% 502
2025
Q2 		$2.67K Hold
90
– – ﹤0.01% 499
2025
Q1 		$2.5K Hold
90
– – ﹤0.01% 496
2024
Q4 		$2.72K Hold
90
– – ﹤0.01% 541
2024
Q3 		$2.81K Buy
+90
New +$2.7K ﹤0.01% 532

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PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
NorthAvenue LLC
NorthAvenue LLC Columbus, Ohio $142M AUM 13.52% 1-Year Est. Return

Heritage Wealth Advisors's WCEO Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of Hypatia Women CEO ETF (WCEO) in Q2 2026, closing a stake of 90 shares — an estimated $3K sold.

Heritage Wealth Advisors first reported a position in WCEO in Q3 2024 and held it in 7 quarters. The position peaked at $3K in Q1 2026. 11 funds tracked by Wall St. Rank hold WCEO as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining Hypatia Women CEO ETF position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 90 Hypatia Women CEO ETF shares in Q2 2026, an estimated $3K.
  • Heritage Wealth Advisors first reported a position in Hypatia Women CEO ETF in Q3 2024 and held it in 7 quarters.
  • Heritage Wealth Advisors's Hypatia Women CEO ETF position peaked at $3K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Hypatia Women CEO ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.