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
Q2 		– Sell
-7,059
Closed -$210K – 1845
2026
Q1 		$210K Buy
+7,059
New +$219K ﹤0.01% 1470

Other funds holding FSCC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $236M AUM 27.81% 1-Year Est. Return

Waverly Advisors's FSCC Position: Q2 2026 in Review

Waverly Advisors sold out of Federated Hermes MDT Small Cap Core ETF (FSCC) in Q2 2026, closing a stake of 7,059 shares — an estimated $210K sold.

Waverly Advisors first reported a position in FSCC in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 40 funds tracked by Wall St. Rank hold FSCC as of Q2 2026.

  • Waverly Advisors reported no remaining Federated Hermes MDT Small Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 7,059 Federated Hermes MDT Small Cap Core ETF shares in Q2 2026, an estimated $210K.
  • Waverly Advisors first reported a position in Federated Hermes MDT Small Cap Core ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's Federated Hermes MDT Small Cap Core ETF position peaked at $210K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Federated Hermes MDT Small Cap Core ETF as of Q2 2026.

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