The Changing Tides of West Chester Capital Advisors: A Q3 2022 vs. Q4 2022 13F Holdings Comparison

West Chester Capital Advisors, Inc's latest 13F filings show significant changes in the fund's holdings compared to the previous quarter. In this article, we'll analyze the newest additions and reductions and explore what they mean for the fund.

One of the most noteworthy changes was WisdomTree Trust's growth in holdings by nearly 4% from Q3's 157,421 shares to Q4's 163,482 shares. WISDOMTREE was not the only company with positive changes. In fact, Coeptis Therapeutics Holdings increased greatly in the fund's holdings. This biotech company was not present in WCCA's Q3 13F holdings but was included in Q4 with a whopping 2.9 million shares valued at $4,384,000.

Live Oak Bancshares Inc experienced a slight reduction in holdings, falling by 1.3% from 112,344 shares in Q3 to 112,344 shares in Q4. Although this reduction seems minimal compared to other companies, we must note that some of the most significant changes were not on the top holdings list but further down the line.

The Invesco QQQ Trust (QQQ), Invetsco Exchange Traded FD T (RSP), and Vanguard Index Fds (VOO) all showed gains from Q3 2022 to Q4 2022. The Invesco QQQ Trust increased holdings by almost 15%, while Invetsco Exchange Traded FD T increased its value by over 14%. Similarly, Vanguard Index Fds increased its Q4 holdings from 11,432 to 11,641, a rise of 11.7%.

The biggest reduction in the fund's holdings was Nike Inc, which dropped significantly from 2,497 shares in Q3 to 1,759 shares in Q4, a sizable decrease of almost 30%. Exxon Mobil Corp (XOM) and Kroger Co (KR) also dropped by 17.1% and 23.5%, respectively.

It's worth noting that several companies, such as Amazon.com Inc (AMZN), iShares TR (PFF), Occidental Pete Corp (OXY), and Chevron Corp New (CVX) were removed from the fund's holdings completely in Q4. This decision might indicate a shift in strategy or a new direction for the fund.

While we cannot guarantee the reasons behind specific trading decisions made by West Chester Capital Advisors, Inc, it's essential to follow 13F filings to stay informed of changes in the fund's holdings. By doing so, investors can gain a better understanding of the fund's overall strategy and decision-making process.