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

WCG Wealth 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
2025
Q2 		– Sell
-11,565
Closed -$341K – 336
2025
Q1 		$341K Buy
+11,565
New +$371K 0.03% 262

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LHC
Little House Capital Braintree, Massachusetts $387M AUM 27.85% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $269M AUM 16.92% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

WCG Wealth Advisors's FESM Position: Q2 2025 in Review

WCG Wealth Advisors sold out of Fidelity Enhanced Small Cap Core ETF (FESM) in Q2 2025, closing a stake of 11,565 shares — an estimated $341K sold.

WCG Wealth Advisors first reported a position in FESM in Q1 2025 and held it in 1 quarter. The position peaked at $341K in Q1 2025. 119 funds tracked by Wall St. Rank hold FESM as of Q2 2025.

  • WCG Wealth Advisors reported no remaining Fidelity Enhanced Small Cap Core ETF position as of Q2 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 11,565 Fidelity Enhanced Small Cap Core ETF shares in Q2 2025, an estimated $341K.
  • WCG Wealth Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2025 and held it in 1 quarter.
  • WCG Wealth Advisors's Fidelity Enhanced Small Cap Core ETF position peaked at $341K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2025.

Based on WCG Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.