Holdings Channel



Quotes delayed 20 minutes

Email EnvelopeFree WCEO Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding WCEO

On this page, we present all of the funds holding WCEO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding WCEO, with a link to that fund's top holdings. The next columns indicate the amount of WCEO stock held by each of the funds holding WCEO, followed by the WCEO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 5 funds holding WCEO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Private Wealth Management Group LLC. For more details on the positions held by Private Wealth Management Group LLC (or by any of the other funds holding WCEO), click the fund name in the "Holder" column of the funds-holding-WCEO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Private Wealth Management Group LLC2,100$59 12/31/2023
     WCEO2,100$59 12/31/2023
North Star Investment Management Corp.410$12 12/31/2023
     WCEO410$12 12/31/2023
Asset Dedication LLC98$3 03/31/2024
     WCEO98$3 03/31/2024
Harbour Investments Inc.117$3 12/31/2023
     WCEO117$3 12/31/2023
Toth Financial Advisory Corp80$2 03/31/2024
     WCEO80$2 03/31/2024
Proequities Inc.0$0 12/31/2023
     WCEO0$0 12/31/2023

See Summary: Institutional Holders of WCEO
See Details: Top 10 Hedge Funds Holding WCEO

Funds Holding WCEO | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.