Corient Private Wealth
WDEF

Corient Private Wealth’s WisdomTree Europe Defense Fund WDEF Stock Holding History

Corient Private Wealth’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 		$944K Hold
34,710
– – ﹤0.01% 1855
2026
Q1 		$1.07M Hold
34,710
– – ﹤0.01% 1626
2025
Q4 		$1.01M Hold
34,710
– – ﹤0.01% 1504
2025
Q3 		$1.17M Buy
+34,710
New +$1.04M ﹤0.01% 1360

Other funds holding WDEF

GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Corient Private Wealth's WDEF Position: Q2 2026 in Review

Corient Private Wealth held its WisdomTree Europe Defense Fund (WDEF) position steady in Q2 2026 at 34,710 shares worth $944K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Corient Private Wealth first reported a position in WDEF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.17M in Q3 2025. 39 funds tracked by Wall St. Rank hold WDEF as of Q2 2026.

  • Corient Private Wealth held 34,710 shares of WisdomTree Europe Defense Fund worth $944K as of Q2 2026.
  • Corient Private Wealth left its WisdomTree Europe Defense Fund share count unchanged in Q2 2026.
  • WisdomTree Europe Defense Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1855 holding.
  • Corient Private Wealth first reported a position in WisdomTree Europe Defense Fund in Q3 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's WisdomTree Europe Defense Fund position peaked at $1.17M in Q3 2025.
  • 39 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.