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Apella Capital’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Apella Capital’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$484K Sell
5,706
-175
-3% -$15.1K 0.01% 479
2026
Q1 		$517K Hold
5,881
– – 0.01% 462
2025
Q4 		$476K Buy
5,881
+175
+3% +$13.8K 0.01% 369
2025
Q3 		$448K Hold
5,706
– – 0.01% 343
2025
Q2 		$426K Hold
5,706
– – 0.01% 312
2025
Q1 		$362K Hold
5,706
– – 0.01% 282
2024
Q4 		$359K Buy
+5,706
New +$371K 0.01% 258

Other funds holding DLS

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Apella Capital's DLS Position: Q2 2026 in Review

Apella Capital reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 3% in Q2 2026, selling an estimated $15.1K and leaving 5,706 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #479.

Apella Capital first reported a position in DLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $517K in Q1 2026. 37 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Apella Capital held 5,706 shares of WisdomTree International SmallCap Dividend Fund worth $484K as of Q2 2026.
  • Apella Capital sold 175 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $15.1K.
  • WisdomTree International SmallCap Dividend Fund made up 0.01% of Apella Capital's portfolio in Q2 2026, its #479 holding.
  • Apella Capital first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • Apella Capital's WisdomTree International SmallCap Dividend Fund position peaked at $517K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.