HWA
WCEO

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
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

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
Carson Wealth (CWM LLC)
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
NL
NorthAvenue LLC Columbus, Ohio $140M AUM

Heritage Wealth Advisors's WCEO Position: Q1 2026 in Review

Heritage Wealth Advisors held its Hypatia Women CEO ETF (WCEO) position steady in Q1 2026 at 90 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Heritage Wealth Advisors first reported a position in WCEO in Q3 2024 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold WCEO as of Q1 2026.

  • Heritage Wealth Advisors held 90 shares of Hypatia Women CEO ETF worth $3K as of Q1 2026.
  • Heritage Wealth Advisors left its Hypatia Women CEO ETF share count unchanged in Q1 2026.
  • Hypatia Women CEO ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #604 holding.
  • Heritage Wealth Advisors first reported a position in Hypatia Women CEO ETF in Q3 2024 and has held it in 7 quarters since.
  • 12 funds tracked by Wall St. Rank held Hypatia Women CEO ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.