WFA
HEFT

WMG Financial Advisors’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

WMG Financial Advisors’s Portfolio HEFT Stock Details HEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$731K Buy
27,575
+4,000
+17% +$106K 0.28% 44
2026
Q1 		$628K Buy
+23,575
New +$635K 0.26% 44

Other funds holding HEFT

FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
SGC
Slocum, Gordon & Co Newport, Rhode Island $151M AUM 26.83% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

WMG Financial Advisors's HEFT Position: Q2 2026 in Review

WMG Financial Advisors increased its Hedgeye Fourth Turning ETF (HEFT) stake by 17% in Q2 2026, buying an estimated $106K and bringing the position to 27,575 shares worth $731K. The position accounts for 0.28% of the portfolio, ranked #44.

WMG Financial Advisors first reported a position in HEFT in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold HEFT as of Q2 2026.

  • WMG Financial Advisors held 27,575 shares of Hedgeye Fourth Turning ETF worth $731K as of Q2 2026.
  • WMG Financial Advisors bought 4,000 Hedgeye Fourth Turning ETF shares in Q2 2026, an estimated $106K.
  • Hedgeye Fourth Turning ETF made up 0.28% of WMG Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • WMG Financial Advisors first reported a position in Hedgeye Fourth Turning ETF in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.