Fund Insights
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See what stocks and ETFs funds are collectively bullish/bearish on
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Explore the largest stock and ETF buys and sells made by funds
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Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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WMWM
ESSC
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
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
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.6B AUM
29.42%
1-Year Est. Return
FHC
First Heartland Consultants
Lake St. Louis, Missouri
$1.55B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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