WA
FSCC

Waverly Advisors’s Federated Hermes MDT Small Cap Core ETF FSCC Stock Holding History

Waverly Advisors’s Portfolio FSCC Stock Details FSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$210K Buy
+7,059
New +$219K ﹤0.01% 1470

Other funds holding FSCC

PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $201M AUM 21.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
FCU
Financial Concepts Unlimited Centreville, Maine $112M AUM

Waverly Advisors's FSCC Position: Q1 2026 in Review

Waverly Advisors opened a new position in Federated Hermes MDT Small Cap Core ETF (FSCC) in Q1 2026: 7,059 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1470 among its holdings.

33 funds tracked by Wall St. Rank hold FSCC as of Q1 2026.

  • Waverly Advisors held 7,059 shares of Federated Hermes MDT Small Cap Core ETF worth $210K as of Q1 2026.
  • Federated Hermes MDT Small Cap Core ETF was a new Waverly Advisors position in Q1 2026.
  • Federated Hermes MDT Small Cap Core ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1470 holding.
  • 33 funds tracked by Wall St. Rank held Federated Hermes MDT Small Cap Core ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.