Bank of America
DWM icon

Bank of America’s WisdomTree International Equity Fund DWM Stock Holding History

Bank of America’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 		$26.9M Sell
385,118
-4,722
-1% -$339K ﹤0.01% 2142
2025
Q4 		$26.8M Buy
389,840
+1,879
+0.5% +$126K ﹤0.01% 2040
2025
Q3 		$25.7M Buy
387,961
+20,809
+6% +$1.35M ﹤0.01% 2367
2025
Q2 		$23.3M Buy
367,152
+1,874
+0.5% +$114K ﹤0.01% 2402
2025
Q1 		$21.2M Buy
365,278
+15,175
+4% +$854K ﹤0.01% 2369
2024
Q4 		$18.4M Buy
350,103
+4,938
+1% +$271K ﹤0.01% 2387
2024
Q3 		$19.9M Buy
345,165
+11,213
+3% +$624K ﹤0.01% 2408
2024
Q2 		$17.9M Buy
333,952
+10,342
+3% +$566K ﹤0.01% 2361
2024
Q1 		$17.7M Buy
323,610
+8,586
+3% +$454K ﹤0.01% 2410
2023
Q4 		$16.5M Buy
315,024
+2,177
+0.7% +$107K ﹤0.01% 2354
2023
Q3 		$15.1M Buy
312,847
+6,058
+2% +$303K ﹤0.01% 2333
2023
Q2 		$15.3M Buy
306,789
+1,620
+0.5% +$81.9K ﹤0.01% 2284
2023
Q1 		$15.2M Buy
305,169
+1,382
+0.5% +$68.5K ﹤0.01% 2403
2022
Q4 		$14.3M Sell
303,787
-21,571
-7% -$964K ﹤0.01% 2330
2022
Q3 		$13.1M Buy
325,358
+58,162
+22% +$2.61M ﹤0.01% 2340
2022
Q2 		$12.1M Buy
267,196
+12,375
+5% +$615K ﹤0.01% 2489
2022
Q1 		$13.4M Buy
254,821
+2,546
+1% +$136K ﹤0.01% 2572
2021
Q4 		$13.6M Sell
252,275
-24,577
-9% -$1.32M ﹤0.01% 2604
2021
Q3 		$14.6M Sell
276,852
-37,743
-12% -$2.08M ﹤0.01% 2464
2021
Q2 		$17.1M Buy
314,595
+39,135
+14% +$2.15M ﹤0.01% 2277
2021
Q1 		$14.5M Sell
275,460
-1,040
-0.4% -$54.3K ﹤0.01% 2341
2020
Q4 		$14M Buy
276,500
+2,629
+1% +$126K ﹤0.01% 2216
2020
Q3 		$12.5M Buy
273,871
+10,813
+4% +$499K ﹤0.01% 2103
2020
Q2 		$11.6M Sell
263,058
-71,822
-21% -$3.04M ﹤0.01% 2073
2020
Q1 		$13.2M Sell
334,880
-46,898
-12% -$2.26M ﹤0.01% 1828
2019
Q4 		$20.4M Sell
381,778
-17,668
-4% -$912K ﹤0.01% 1864
2019
Q3 		$19.9M Sell
399,446
-25,627
-6% -$1.27M ﹤0.01% 1835
2019
Q2 		$21.7M Buy
425,073
+16,759
+4% +$852K ﹤0.01% 1804
2019
Q1 		$20.7M Sell
408,314
-8,462
-2% -$420K ﹤0.01% 1794
2018
Q4 		$19.4M Sell
416,776
-99,104
-19% -$4.88M ﹤0.01% 1692
2018
Q3 		$27.4M Buy
515,880
+53,365
+12% +$2.84M ﹤0.01% 1572
2018
Q2 		$24.4M Buy
462,515
+15,761
+4% +$872K ﹤0.01% 1644
2018
Q1 		$24.5M Buy
446,754
+1,214
+0.3% +$68.4K ﹤0.01% 1601
2017
Q4 		$24.9M Buy
445,540
+57,976
+15% +$3.19M ﹤0.01% 1630
2017
Q3 		$21.1M Buy
387,564
+8,410
+2% +$449K ﹤0.01% 1833
2017
Q2 		$19.7M Sell
379,154
-8,665
-2% -$447K ﹤0.01% 1753
2017
Q1 		$19.3M Buy
387,819
+73,500
+23% +$3.56M ﹤0.01% 1780
2016
Q4 		$14.6M Sell
314,319
-44,877
-12% -$2.07M ﹤0.01% 1974
2016
Q3 		$16.9M Sell
359,196
-30,596
-8% -$1.42M ﹤0.01% 1782
2016
Q2 		$17.4M Sell
389,792
-30,409
-7% -$1.4M ﹤0.01% 1700
2016
Q1 		$19.2M Buy
420,201
+20,200
+5% +$891K ﹤0.01% 1584
2015
Q4 		$18.6M Sell
400,001
-25,011
-6% -$1.19M ﹤0.01% 1694
2015
Q3 		$19.3M Sell
425,012
-42,481
-9% -$2.1M ﹤0.01% 1649
2015
Q2 		$23.9M Buy
467,493
+40,374
+9% +$2.16M 0.01% 1271
2015
Q1 		$22.1M Buy
427,119
+9,755
+2% +$500K 0.01% 1291
2014
Q4 		$20.7M Buy
417,364
+15,108
+4% +$768K 0.01% 1365
2014
Q3 		$21M Buy
402,256
+82,464
+26% +$4.52M 0.01% 1364
2014
Q2 		$17.9M Sell
319,792
-54,189
-14% -$3.03M 0.01% 1483
2014
Q1 		$20.4M Buy
373,981
+62,447
+20% +$3.36M 0.01% 1277
2013
Q4 		$17M Sell
311,534
-15,797
-5% -$838K 0.01% 1439
2013
Q3 		$16.9M Sell
327,331
-5,731
-2% -$283K 0.01% 1397
2013
Q2 		$15.3M Buy
+333,062
New +$16.3M 0.01% 1407

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Bank of America's DWM Position: Q1 2026 in Review

Bank of America reduced its WisdomTree International Equity Fund (DWM) stake by 1.2% in Q1 2026, selling an estimated $339K and leaving 385,118 shares worth $26.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

Bank of America first reported a position in DWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $27.4M in Q3 2018. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Bank of America held 385,118 shares of WisdomTree International Equity Fund worth $26.9M as of Q1 2026.
  • Bank of America sold 4,722 WisdomTree International Equity Fund shares in Q1 2026, an estimated $339K.
  • WisdomTree International Equity Fund made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2142 holding.
  • Bank of America first reported a position in WisdomTree International Equity Fund in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's WisdomTree International Equity Fund position peaked at $27.4M in Q3 2018.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.