NC
WCEO

North Capital’s Hypatia Women CEO ETF WCEO Stock Holding History

North Capital’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
2025
Q4 		– Sell
-1
Closed -$33 – 695
2025
Q3 		$33 Sell
1
-355
-100% -$11.2K ﹤0.01% 715
2025
Q2 		$10.6K Hold
356
– – 0.01% 375
2025
Q1 		$10.1K Buy
+356
New +$10.5K 0.01% 369

Other funds holding WCEO

PWMG
Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 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
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
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

North Capital's WCEO Position: Q4 2025 in Review

North Capital sold out of Hypatia Women CEO ETF (WCEO) in Q4 2025, closing a stake of 1 share — an estimated $33 sold.

North Capital first reported a position in WCEO in Q1 2025 and held it in 3 quarters. The position peaked at $10.6K in Q2 2025. 10 funds tracked by Wall St. Rank hold WCEO as of Q4 2025.

  • North Capital reported no remaining Hypatia Women CEO ETF position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 1 Hypatia Women CEO ETF share in Q4 2025, an estimated $33.
  • North Capital first reported a position in Hypatia Women CEO ETF in Q1 2025 and held it in 3 quarters.
  • North Capital's Hypatia Women CEO ETF position peaked at $10.6K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Hypatia Women CEO ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.