Arlington Financial Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Arlington Financial Advisors’s Portfolio DWM Stock Details DWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$342K	Hold	4,887	–	–	0.05%	74
2025 Q4	$336K	Hold	4,887	–	–	0.05%	81
2025 Q3	$324K	Hold	4,887	–	–	0.05%	90
2025 Q2	$311K	Hold	4,887	–	–	0.05%	73
2025 Q1	$284K	Hold	4,887	–	–	0.05%	92
2024 Q4	$258K	Buy	+4,887	New	+$268K	0.05%	82

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Arlington Financial Advisors's DWM Position: Q1 2026 in Review

Arlington Financial Advisors held its WisdomTree International Equity Fund (DWM) position steady in Q1 2026 at 4,887 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #74.

Arlington Financial Advisors first reported a position in DWM in Q4 2024 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

Arlington Financial Advisors held 4,887 shares of WisdomTree International Equity Fund worth $342K as of Q1 2026.
Arlington Financial Advisors left its WisdomTree International Equity Fund share count unchanged in Q1 2026.
WisdomTree International Equity Fund made up 0.05% of Arlington Financial Advisors's portfolio in Q1 2026, its #74 holding.
Arlington Financial Advisors first reported a position in WisdomTree International Equity Fund in Q4 2024 and has held it in 6 quarters since.
131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Arlington Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.