North Star Investment Management’s Hypatia Women CEO ETF WCEO Stock Holding History

North Star Investment Management’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 Q2	$15.7K	Hold	410	–	–	﹤0.01%	971
2026 Q1	$13.6K	Hold	410	–	–	﹤0.01%	966
2025 Q4	$13.5K	Hold	410	–	–	﹤0.01%	908
2025 Q3	$13.4K	Hold	410	–	–	﹤0.01%	865
2025 Q2	$12.2K	Hold	410	–	–	﹤0.01%	858
2025 Q1	$11.4K	Hold	410	–	–	﹤0.01%	833
2024 Q4	$12.4K	Hold	410	–	–	﹤0.01%	830
2024 Q3	$12.8K	Hold	410	–	–	﹤0.01%	794
2024 Q2	$11.6K	Hold	410	–	–	﹤0.01%	790
2024 Q1	$12K	Hold	410	–	–	﹤0.01%	824
2023 Q4	$11.6K	Hold	410	–	–	﹤0.01%	808
2023 Q3	$10.3K	Hold	410	–	–	﹤0.01%	829
2023 Q2	$10.7K	Buy	+410	New	+$10.3K	﹤0.01%	839

Other funds holding WCEO

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $1.77B AUM

PWMG

Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

North Star Investment Management's WCEO Position: Q2 2026 in Review

North Star Investment Management held its Hypatia Women CEO ETF (WCEO) position steady in Q2 2026 at 410 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

North Star Investment Management first reported a position in WCEO in Q2 2023 and has held it in 13 quarters since. 11 funds tracked by Wall St. Rank hold WCEO as of Q2 2026.

North Star Investment Management held 410 shares of Hypatia Women CEO ETF worth $15.7K as of Q2 2026.
North Star Investment Management left its Hypatia Women CEO ETF share count unchanged in Q2 2026.
Hypatia Women CEO ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #971 holding.
North Star Investment Management first reported a position in Hypatia Women CEO ETF in Q2 2023 and has held it in 13 quarters since.
11 funds tracked by Wall St. Rank held Hypatia Women CEO ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.