WPW
FHI icon

Waldron Private Wealth’s Federated Hermes FHI Stock Holding History

Waldron Private Wealth’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,637
Closed -$602K – 346
2024
Q4 		$602K Buy
14,637
+7,528
+106% +$304K 0.02% 228
2024
Q3 		$261K Buy
+7,109
New +$243K 0.01% 350

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waldron Private Wealth's FHI Position: Q1 2025 in Review

Waldron Private Wealth sold out of Federated Hermes (FHI) in Q1 2025, closing a stake of 14,637 shares — an estimated $602K sold.

Waldron Private Wealth first reported a position in FHI in Q3 2024 and held it in 2 quarters. The position peaked at $602K in Q4 2024. 321 funds tracked by Wall St. Rank hold FHI as of Q1 2025.

  • Waldron Private Wealth reported no remaining Federated Hermes position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 14,637 Federated Hermes shares in Q1 2025, an estimated $602K.
  • Waldron Private Wealth first reported a position in Federated Hermes in Q3 2024 and held it in 2 quarters.
  • Waldron Private Wealth's Federated Hermes position peaked at $602K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.