Corient Private Wealth
CAPE icon

Corient Private Wealth’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Corient Private Wealth’s Portfolio CAPE Stock Details CAPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$275K Sell
8,902
-8,902
-50% -$288K ﹤0.01% 2367
2025
Q4 		$574K Buy
17,804
+8,902
+100% +$285K ﹤0.01% 2224
2025
Q3 		$290K Buy
+8,902
New +$286K ﹤0.01% 2141

Other funds holding CAPE

SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Corient Private Wealth's CAPE Position: Q1 2026 in Review

Corient Private Wealth reduced its DoubleLine Shiller CAPE US Equities ETF (CAPE) stake by 50% in Q1 2026, selling an estimated $288K and leaving 8,902 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

Corient Private Wealth first reported a position in CAPE in Q3 2025 and has held it in 3 quarters since. The position peaked at $574K in Q4 2025. 48 funds tracked by Wall St. Rank hold CAPE as of Q1 2026.

  • Corient Private Wealth held 8,902 shares of DoubleLine Shiller CAPE US Equities ETF worth $275K as of Q1 2026.
  • Corient Private Wealth sold 8,902 DoubleLine Shiller CAPE US Equities ETF shares in Q1 2026, an estimated $288K.
  • DoubleLine Shiller CAPE US Equities ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2367 holding.
  • Corient Private Wealth first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's DoubleLine Shiller CAPE US Equities ETF position peaked at $574K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.