Waverly Advisors’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Waverly Advisors’s Portfolio FESM Stock Details FESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.7M	Buy	+947,267	New	+$41.6M	0.27%	83

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Waverly Advisors's FESM Position: Q2 2026 in Review

Waverly Advisors opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q2 2026: 947,267 shares worth $45.7M. The stake represents 0.27% of the portfolio and ranks #83 among its holdings.

256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Waverly Advisors held 947,267 shares of Fidelity Enhanced Small Cap Core ETF worth $45.7M as of Q2 2026.
Fidelity Enhanced Small Cap Core ETF was a new Waverly Advisors position in Q2 2026.
Fidelity Enhanced Small Cap Core ETF made up 0.27% of Waverly Advisors's portfolio in Q2 2026, its #83 holding.
256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.