N.E.W. Advisory Services’s Hypatia Women CEO ETF WCEO Stock Holding History

N.E.W. Advisory Services’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	$14.3K	Hold	429	–	–	﹤0.01%	565
2025 Q4	$14.1K	Hold	429	–	–	﹤0.01%	558
2025 Q3	$14K	Hold	429	–	–	﹤0.01%	523
2025 Q2	$12.7K	Hold	429	–	–	﹤0.01%	533
2025 Q1	$11.9K	Buy	+429	New	+$12.7K	﹤0.01%	579

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

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

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) 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

N.E.W. Advisory Services's WCEO Position: Q1 2026 in Review

N.E.W. Advisory Services held its Hypatia Women CEO ETF (WCEO) position steady in Q1 2026 at 429 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

N.E.W. Advisory Services first reported a position in WCEO in Q1 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold WCEO as of Q1 2026.

N.E.W. Advisory Services held 429 shares of Hypatia Women CEO ETF worth $14.3K as of Q1 2026.
N.E.W. Advisory Services left its Hypatia Women CEO ETF share count unchanged in Q1 2026.
Hypatia Women CEO ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q1 2026, its #565 holding.
N.E.W. Advisory Services first reported a position in Hypatia Women CEO ETF in Q1 2025 and has held it in 5 quarters since.
12 funds tracked by Wall St. Rank held Hypatia Women CEO ETF as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.