Cascade Financial Partners’s WisdomTree True Developed International Fund DOL Stock Holding History

Cascade Financial Partners’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 Q1	$18.3M	Buy	269,551 +26,790	+11%	+$1.86M	1.89%	6
2025 Q4	$16M	Buy	242,761 +19,038	+9%	+$1.21M	1.62%	9
2025 Q3	$13.9M	Buy	223,723 +5,980	+3%	+$365K	1.6%	11
2025 Q2	$13M	Buy	217,743 +1,579	+0.7%	+$90.8K	1.56%	11
2025 Q1	$11.9M	Buy	216,164 +16,178	+8%	+$860K	1.5%	10
2024 Q4	$9.89M	Sell	199,986 -3,015	-1%	-$155K	1.29%	13
2024 Q3	$10.7M	Sell	203,001 -1,661	-0.8%	-$87K	1.33%	11
2024 Q2	$10.4M	Buy	204,662 +10	+0%	+$517	1.36%	11
2024 Q1	$10.3M	Buy	+204,652	New	+$10.2M	1.48%	10

Other funds holding DOL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Cascade Financial Partners's DOL Position: Q1 2026 in Review

Cascade Financial Partners increased its WisdomTree True Developed International Fund (DOL) stake by 11% in Q1 2026, buying an estimated $1.86M and bringing the position to 269,551 shares worth $18.3M. The position accounts for 1.89% of the portfolio, ranked #6.

Cascade Financial Partners first reported a position in DOL in Q1 2024 and has held it in 9 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

Cascade Financial Partners held 269,551 shares of WisdomTree True Developed International Fund worth $18.3M as of Q1 2026.
Cascade Financial Partners bought 26,790 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $1.86M.
WisdomTree True Developed International Fund made up 1.89% of Cascade Financial Partners's portfolio in Q1 2026, its #6 holding.
Cascade Financial Partners first reported a position in WisdomTree True Developed International Fund in Q1 2024 and has held it in 9 quarters since.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.