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Whipplewood Advisors, LLC → WEA
Whipplewood Advisors, LLC WEA Position History
WEA
Quarters held
5
Latest value
$1.9M
Q3 2026
Peak value
$4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q4 2025 | $4M |
| Q1 2026 | $3.9M |
| Q2 2026 | $3.8M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 195.4K | — | — |
| Q2 2026 | $3.8M | 357.0K | — | — |
| Q1 2026 | $3.9M | 370.0K | — | — |
| Q4 2025 | $4M | 366.9K | — | — |
| Q3 2025 | $3.1M | 273.5K | — | — |
Other funds holding WEA
$23.4M
$22.3M
$21.8M
$21.7M