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WCEO TWO RDS SHARED TR

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HYPATIA WOMEN (fund)

11 managers (11 13F filers) reported a position in WCEO shares at 2025-06-30, 5,329 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.

Managers
11
13F filers
11
New
0
Added
0
Reduced
0
Sold out
1
Shares held by filers
5,329

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Private Wealth Management Group, LLC2,500$74.2K0.02%013F-HRTimeline
Stephens Consulting, LLC1,042$30.9K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC429$12.7K<0.01%013F-HRTimeline
North Star Investment Management Corp.410$12.2K<0.01%013F-HRTimeline
North Capital, Inc.356$10.6K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.324$9.62K<0.01%013F-HRTimeline
Asset Dedication, LLC98$2.91K<0.01%013F-HRTimeline
Heritage Wealth Advisors90$2.67K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP80$2.38K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$9<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.