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

SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Whitaker-Myers Wealth Managers's ESSC Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Eventide Small Cap ETF (ESSC) stake by 6.6% in Q2 2026, buying an estimated $23.6K and bringing the position to 13,070 shares worth $416K. The position accounts for 0.07% of the portfolio, ranked #93.

Whitaker-Myers Wealth Managers first reported a position in ESSC in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold ESSC as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 13,070 shares of Eventide Small Cap ETF worth $416K as of Q2 2026.
  • Whitaker-Myers Wealth Managers bought 806 Eventide Small Cap ETF shares in Q2 2026, an estimated $23.6K.
  • Eventide Small Cap ETF made up 0.07% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #93 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Eventide Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.