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Aptus Capital Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Aptus Capital Advisors’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$595K Hold
8,000
– – ﹤0.01% 742
2026
Q1 		$544K Hold
8,000
– – ﹤0.01% 698
2025
Q4 		$527K Buy
+8,000
New +$508K ﹤0.01% 715

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aptus Capital Advisors's DOL Position: Q2 2026 in Review

Aptus Capital Advisors held its WisdomTree True Developed International Fund (DOL) position steady in Q2 2026 at 8,000 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Aptus Capital Advisors first reported a position in DOL in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • Aptus Capital Advisors held 8,000 shares of WisdomTree True Developed International Fund worth $595K as of Q2 2026.
  • Aptus Capital Advisors left its WisdomTree True Developed International Fund share count unchanged in Q2 2026.
  • WisdomTree True Developed International Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #742 holding.
  • Aptus Capital Advisors first reported a position in WisdomTree True Developed International Fund in Q4 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.