NSIM
WCEO

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

PWMG
Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 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
NL
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. 6 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.
  • 6 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.