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
Q1 		$1.07M Sell
34,710
-34,710
-50% -$1.14M ﹤0.01% 1626
2025
Q4 		$2.01M Buy
69,420
+34,710
+100% +$1.04M ﹤0.01% 1525
2025
Q3 		$1.17M Buy
+34,710
New +$1.04M ﹤0.01% 1360

Other funds holding WDEF

MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return

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

Corient Private Wealth reduced its WisdomTree Europe Defense Fund (WDEF) stake by 50% in Q1 2026, selling an estimated $1.14M and leaving 34,710 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Corient Private Wealth first reported a position in WDEF in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.01M in Q4 2025. 31 funds tracked by Wall St. Rank hold WDEF as of Q1 2026.

  • Corient Private Wealth held 34,710 shares of WisdomTree Europe Defense Fund worth $1.07M as of Q1 2026.
  • Corient Private Wealth sold 34,710 WisdomTree Europe Defense Fund shares in Q1 2026, an estimated $1.14M.
  • WisdomTree Europe Defense Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1626 holding.
  • Corient Private Wealth first reported a position in WisdomTree Europe Defense Fund in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's WisdomTree Europe Defense Fund position peaked at $2.01M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q1 2026.

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