Skip to content

WCEO TWO RDS SHARED TR

Follow

HYPATIA WOMEN (fund)

10 managers (10 13F filers) reported a position in WCEO shares at 2025-09-30, 4,064 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
10
13F filers
10
New
1
Added
0
Reduced
1
Sold out
1
Shares held by filers
4,064

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$81.4K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC429$14K<0.01%013F-HRTimeline
North Star Investment Management Corp.410$13.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.324$10.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC132$4K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC98$3.19K<0.01%013F-HRTimeline
Heritage Wealth Advisors90$2.93K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP80$2.61K<0.01%013F-HRTimeline
North Capital, Inc.1$33<0.01%-35513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$10<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.