PWMG
WCEO

Private Wealth Management Group’s Hypatia Women CEO ETF WCEO Stock Holding History

Private Wealth Management Group’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 		$95.8K Hold
2,500
– – 0.02% 169
2026
Q1 		$83.2K Hold
2,500
– – 0.02% 145
2025
Q4 		$82.4K Hold
2,500
– – 0.02% 145
2025
Q3 		$81.4K Hold
2,500
– – 0.02% 140
2025
Q2 		$74.2K Hold
2,500
– – 0.02% 137
2025
Q1 		$69.6K Hold
2,500
– – 0.03% 140
2024
Q4 		$75.6K Buy
2,500
+400
+19% +$12.6K 0.03% 138
2024
Q3 		$65.6K Hold
2,100
– – 0.03% 140
2024
Q2 		$59.6K Hold
2,100
– – 0.03% 146
2024
Q1 		$61.6K Hold
2,100
– – 0.03% 139
2023
Q4 		$59.2K Buy
+2,100
New +$53.7K 0.03% 141

Other funds holding WCEO

NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 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

Private Wealth Management Group's WCEO Position: Q2 2026 in Review

Private Wealth Management Group held its Hypatia Women CEO ETF (WCEO) position steady in Q2 2026 at 2,500 shares worth $95.8K. The position accounts for 0.02% of the portfolio, ranked #169.

Private Wealth Management Group first reported a position in WCEO in Q4 2023 and has held it in 11 quarters since. 6 funds tracked by Wall St. Rank hold WCEO as of Q2 2026.

  • Private Wealth Management Group held 2,500 shares of Hypatia Women CEO ETF worth $95.8K as of Q2 2026.
  • Private Wealth Management Group left its Hypatia Women CEO ETF share count unchanged in Q2 2026.
  • Hypatia Women CEO ETF made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #169 holding.
  • Private Wealth Management Group first reported a position in Hypatia Women CEO ETF in Q4 2023 and has held it in 11 quarters since.
  • 6 funds tracked by Wall St. Rank held Hypatia Women CEO ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.