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 Q3	$4.72M	Buy	164,934 +24,745	+18%	+$754K	0.01%	1124
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's ESSC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Eventide Small Cap ETF (ESSC) stake by 18% in Q3 2026, buying an estimated $754K and bringing the position to 164,934 shares worth $4.72M. The position accounts for 0.01% of the portfolio, ranked #1124.

Wealth Enhancement Advisory Services first reported a position in ESSC in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold ESSC as of Q3 2026.

Wealth Enhancement Advisory Services held 164,934 shares of Eventide Small Cap ETF worth $4.72M as of Q3 2026.
Wealth Enhancement Advisory Services bought 24,745 Eventide Small Cap ETF shares in Q3 2026, an estimated $754K.
Eventide Small Cap ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1124 holding.
Wealth Enhancement Advisory Services first reported a position in Eventide Small Cap ETF in Q4 2025 and has held it in 4 quarters since.
10 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.