WAG
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Wiser Advisor Group’s Franklin Covey FC Stock Holding History

Wiser Advisor Group’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.6K Hold
1,812
– – 0.03% 109
2025
Q4 		$30.4K Hold
1,812
– – 0.03% 111
2025
Q3 		$35.2K Buy
+1,812
New +$35.9K 0.04% 108
2025
Q2 		– Sell
-1,812
Closed -$50K – 113
2025
Q1 		$50K Hold
1,812
– – 0.07% 95
2024
Q4 		$68.1K Buy
1,812
+907
+100% +$34.9K 0.1% 81
2024
Q3 		$37.2K Hold
905
– – 0.06% 112
2024
Q2 		$34.4K Hold
905
– – 0.05% 119
2024
Q1 		$35.5K Hold
905
– – 0.06% 113
2023
Q4 		$39.4K Buy
+905
New +$35.8K 0.07% 106

Other funds holding FC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return