SC
WCEO

Stephens Consulting’s Hypatia Women CEO ETF WCEO Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-1,042
Closed -$30.9K – 1164
2025
Q2 		$30.9K Hold
1,042
– – 0.01% 232
2025
Q1 		$29K Hold
1,042
– – 0.01% 231
2024
Q4 		$31.5K Buy
1,042
+72
+7% +$2.28K 0.01% 223
2024
Q3 		$30.3K Buy
970
+70
+8% +$2.1K 0.01% 227
2024
Q2 		$25.5K Buy
+900
New +$25.5K 0.01% 244

Other funds holding WCEO

PWMG
Private Wealth Management Group Princeton, New Jersey $381M AUM 19.19% 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 $1.65B AUM 20.56% 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 $1.43B AUM 22.07% 1-Year Est. Return
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
NC
North Capital Salt Lake City, Utah $132M AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stephens Consulting's WCEO Position: Q3 2025 in Review

Stephens Consulting sold out of Hypatia Women CEO ETF (WCEO) in Q3 2025, closing a stake of 1,042 shares — an estimated $30.9K sold.

Stephens Consulting first reported a position in WCEO in Q2 2024 and held it in 5 quarters. The position peaked at $31.5K in Q4 2024. 9 funds tracked by Wall St. Rank hold WCEO as of Q3 2025.

  • Stephens Consulting reported no remaining Hypatia Women CEO ETF position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 1,042 Hypatia Women CEO ETF shares in Q3 2025, an estimated $30.9K.
  • Stephens Consulting first reported a position in Hypatia Women CEO ETF in Q2 2024 and held it in 5 quarters.
  • Stephens Consulting's Hypatia Women CEO ETF position peaked at $31.5K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Hypatia Women CEO ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.