Whitaker-Myers Wealth Managers’s Eventide Small Cap ETF ESSC Stock Holding History

Whitaker-Myers Wealth Managers’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	$371K	Sell	12,959 -111	-0.8%	-$3.38K	0.06%	94
2026 Q2	$416K	Buy	13,070 +806	+7%	+$23.6K	0.07%	93
2026 Q1	$321K	Buy	12,264 +2,140	+21%	+$57.5K	0.06%	99
2025 Q4	$262K	Buy	+10,124	New	+$258K	0.05%	107

Other funds holding ESSC

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

FHC

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

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

MWP

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

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

Whitaker-Myers Wealth Managers's ESSC Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Eventide Small Cap ETF (ESSC) stake by 0.85% in Q3 2026, selling an estimated $3.38K and leaving 12,959 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #94.

Whitaker-Myers Wealth Managers first reported a position in ESSC in Q4 2025 and has held it in 4 quarters since. The position peaked at $416K in Q2 2026. 8 funds tracked by Wall St. Rank hold ESSC as of Q3 2026.

Whitaker-Myers Wealth Managers held 12,959 shares of Eventide Small Cap ETF worth $371K as of Q3 2026.
Whitaker-Myers Wealth Managers sold 111 Eventide Small Cap ETF shares in Q3 2026, an estimated $3.38K.
Eventide Small Cap ETF made up 0.06% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #94 holding.
Whitaker-Myers Wealth Managers first reported a position in Eventide Small Cap ETF in Q4 2025 and has held it in 4 quarters since.
Whitaker-Myers Wealth Managers's Eventide Small Cap ETF position peaked at $416K in Q2 2026.
8 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.