CIM
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Cambria Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cambria Investment Management’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
-15,353
Closed -$1.34M – 626
2025
Q3 		$1.34M Buy
+15,353
New +$1.3M 0.08% 189

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $97.6B AUM 29.43% 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 $6.33B AUM 25.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambria Investment Management's DLN Position: Q4 2025 in Review

Cambria Investment Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2025, closing a stake of 15,353 shares — an estimated $1.34M sold.

Cambria Investment Management first reported a position in DLN in Q3 2025 and held it in 1 quarter. The position peaked at $1.34M in Q3 2025. 459 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

  • Cambria Investment Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Cambria Investment Management sold 15,353 WisdomTree US LargeCap Dividend Fund shares in Q4 2025, an estimated $1.34M.
  • Cambria Investment Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2025 and held it in 1 quarter.
  • Cambria Investment Management's WisdomTree US LargeCap Dividend Fund position peaked at $1.34M in Q3 2025.
  • 459 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on Cambria Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.