AIP
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Almanack Investment Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Almanack Investment Partners’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,610
Closed -$662K – 182
2025
Q3 		$662K Sell
7,610
-1,631
-18% -$138K 0.1% 93
2025
Q2 		$759K Sell
9,241
-114,675
-93% -$8.96M 0.12% 94
2025
Q1 		$9.84M Sell
123,916
-11,791
-9% -$941K 1.95% 11
2024
Q4 		$10.6M Sell
135,707
-3,028
-2% -$241K 1.63% 15
2024
Q3 		$10.9M Sell
138,735
-4,580
-3% -$346K 1.71% 14
2024
Q2 		$10.4M Buy
143,315
+1,202
+0.8% +$85.5K 1.76% 14
2024
Q1 		$10.3M Buy
142,113
+31,437
+28% +$2.16M 1.75% 14
2023
Q4 		$7.35M Sell
110,676
-6,064
-5% -$381K 1.36% 18
2023
Q3 		$7.18M Sell
116,740
-95,912
-45% -$6.12M 1.39% 13
2023
Q2 		$13.5M Sell
212,652
-24,365
-10% -$1.51M 2.38% 7
2023
Q1 		$14.7M Sell
237,017
-3,646
-2% -$226K 2.89% 7
2022
Q4 		$14.9M Buy
240,663
+2,770
+1% +$169K 3.18% 6
2022
Q3 		$13.1M Buy
+237,893
New +$14.4M 2.57% 3
2017
Q2 		– Sell
-3,406
Closed -$141K – 183
2017
Q1 		$141K Buy
+3,406
New +$140K 0.11% 126

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Almanack Investment Partners's DLN Position: Q4 2025 in Review

Almanack Investment Partners sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2025, closing a stake of 7,610 shares — an estimated $662K sold.

Almanack Investment Partners first reported a position in DLN in Q1 2017 and held it in 14 quarters. The position peaked at $14.9M in Q4 2022. 458 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

  • Almanack Investment Partners reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 7,610 WisdomTree US LargeCap Dividend Fund shares in Q4 2025, an estimated $662K.
  • Almanack Investment Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2017 and held it in 14 quarters.
  • Almanack Investment Partners's WisdomTree US LargeCap Dividend Fund position peaked at $14.9M in Q4 2022.
  • 458 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on Almanack Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.