CAL
WDEF

Capital Advisors Ltd’s WisdomTree Europe Defense Fund WDEF Stock Holding History

Capital Advisors Ltd’s Portfolio WDEF Stock Details WDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$414K Buy
15,226
+3,830
+34% +$115K 0.04% 213
2026
Q1 		$353K Buy
+11,396
New +$375K 0.04% 222

Other funds holding WDEF

SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFWA
Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

Capital Advisors Ltd's WDEF Position: Q2 2026 in Review

Capital Advisors Ltd increased its WisdomTree Europe Defense Fund (WDEF) stake by 34% in Q2 2026, buying an estimated $115K and bringing the position to 15,226 shares worth $414K. The position accounts for 0.04% of the portfolio, ranked #213.

Capital Advisors Ltd first reported a position in WDEF in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold WDEF as of Q2 2026.

  • Capital Advisors Ltd held 15,226 shares of WisdomTree Europe Defense Fund worth $414K as of Q2 2026.
  • Capital Advisors Ltd bought 3,830 WisdomTree Europe Defense Fund shares in Q2 2026, an estimated $115K.
  • WisdomTree Europe Defense Fund made up 0.04% of Capital Advisors Ltd's portfolio in Q2 2026, its #213 holding.
  • Capital Advisors Ltd first reported a position in WisdomTree Europe Defense Fund in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.