WBH Advisory’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

WBH Advisory’s Portfolio GSEW Stock Details GSEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$332K	Sell	3,521 -182	-5%	-$16.6K	0.02%	305
2026 Q1	$315K	Buy	3,703 +223	+6%	+$19.5K	0.02%	294
2025 Q4	$296K	Hold	3,480	–	–	0.02%	292
2025 Q3	$296K	Hold	3,480	–	–	0.02%	292
2025 Q2	$284K	Buy	+3,480	New	+$267K	0.02%	292

Other funds holding GSEW

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

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

WBH Advisory's GSEW Position: Q2 2026 in Review

WBH Advisory reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 4.9% in Q2 2026, selling an estimated $16.6K and leaving 3,521 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #305.

WBH Advisory first reported a position in GSEW in Q2 2025 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

WBH Advisory held 3,521 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $332K as of Q2 2026.
WBH Advisory sold 182 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $16.6K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #305 holding.
WBH Advisory first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
183 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.