Meriwether Wealth & Planning’s Eventide Small Cap ETF ESSC Stock Holding History

Meriwether Wealth & Planning’s Portfolio ESSC Stock Details ESSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$85K	Buy	+2,967	New	+$90.4K	0.04%	197

Other funds holding ESSC

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Meriwether Wealth & Planning's ESSC Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Eventide Small Cap ETF (ESSC) in Q3 2026: 2,967 shares worth $85K. The stake represents 0.04% of the portfolio and ranks #197 among its holdings.

8 funds tracked by Wall St. Rank hold ESSC as of Q3 2026.

Meriwether Wealth & Planning held 2,967 shares of Eventide Small Cap ETF worth $85K as of Q3 2026.
Eventide Small Cap ETF was a new Meriwether Wealth & Planning position in Q3 2026.
Eventide Small Cap ETF made up 0.04% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #197 holding.
8 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.