WAG
FLCC

Wilkerson Advisory Group’s Federated Hermes MDT Large Cap Core ETF FLCC Stock Holding History

Wilkerson Advisory Group’s Portfolio FLCC Stock Details FLCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.9K Sell
1,335
-1
-0.1% -$34 0.01% 237
2026
Q1 		$41.2K Buy
1,336
+7
+0.5% +$224 0.01% 225
2025
Q4 		$43.2K Buy
+1,329
New +$42.7K 0.02% 178

Other funds holding FLCC

TWA
Tulsa Wealth Advisors Tulsa, Oklahoma $710M AUM
SWAG
Spectrum Wealth Advisory Group Granite Bay, California $351M AUM 22.94% 1-Year Est. Return
BWP
BlueStem Wealth Partners Minnetonka, Minnesota $1B AUM 19.75% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Wilkerson Advisory Group's FLCC Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Federated Hermes MDT Large Cap Core ETF (FLCC) stake by 0.07% in Q2 2026, selling an estimated $34 and leaving 1,335 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #237.

Wilkerson Advisory Group first reported a position in FLCC in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold FLCC as of Q2 2026.

  • Wilkerson Advisory Group held 1,335 shares of Federated Hermes MDT Large Cap Core ETF worth $46.9K as of Q2 2026.
  • Wilkerson Advisory Group sold 1 Federated Hermes MDT Large Cap Core ETF share in Q2 2026, an estimated $34.
  • Federated Hermes MDT Large Cap Core ETF made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #237 holding.
  • Wilkerson Advisory Group first reported a position in Federated Hermes MDT Large Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Core ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.