Wealth Enhancement Advisory Services’s Eventide Small Cap ETF ESSC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ESSC Stock Details ESSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.38M	Buy	140,189 +28,204	+25%	+$825K	0.01%	1092
2026 Q1	$2.96M	Buy	111,985 +35,484	+46%	+$953K	0.01%	1189
2025 Q4	$2.03M	Buy	+76,501	New	+$1.95M	﹤0.01%	1511

Other funds holding ESSC

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Wealth Enhancement Advisory Services's ESSC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Eventide Small Cap ETF (ESSC) stake by 25% in Q2 2026, buying an estimated $825K and bringing the position to 140,189 shares worth $4.38M. The position accounts for 0.01% of the portfolio, ranked #1092.

Wealth Enhancement Advisory Services first reported a position in ESSC in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold ESSC as of Q2 2026.

Wealth Enhancement Advisory Services held 140,189 shares of Eventide Small Cap ETF worth $4.38M as of Q2 2026.
Wealth Enhancement Advisory Services bought 28,204 Eventide Small Cap ETF shares in Q2 2026, an estimated $825K.
Eventide Small Cap ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1092 holding.
Wealth Enhancement Advisory Services first reported a position in Eventide Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
5 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.