MWP
ESUM icon

Meriwether Wealth & Planning’s Eventide US Market ETF ESUM Stock Holding History

Meriwether Wealth & Planning’s Portfolio ESUM Stock Details ESUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$485K Buy
16,025
+1,446
+10% +$44.2K 0.22% 69
2026
Q2 		$447K Sell
14,579
-164
-1% -$4.73K 0.22% 69
2026
Q1 		$386K Buy
14,743
+2,993
+25% +$81.4K 0.21% 75
2025
Q4 		$316K Buy
+11,750
New +$319K 0.18% 82

Other funds holding ESUM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 8.16% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

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

Meriwether Wealth & Planning increased its Eventide US Market ETF (ESUM) stake by 9.9% in Q3 2026, buying an estimated $44.2K and bringing the position to 16,025 shares worth $485K. The position accounts for 0.22% of the portfolio, ranked #69.

Meriwether Wealth & Planning first reported a position in ESUM in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold ESUM as of Q3 2026.

  • Meriwether Wealth & Planning held 16,025 shares of Eventide US Market ETF worth $485K as of Q3 2026.
  • Meriwether Wealth & Planning bought 1,446 Eventide US Market ETF shares in Q3 2026, an estimated $44.2K.
  • Eventide US Market ETF made up 0.22% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #69 holding.
  • Meriwether Wealth & Planning first reported a position in Eventide US Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q3 2026.

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