Courier Capital’s WisdomTree True Developed International Fund DOL Stock Holding History

Courier Capital’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	–	Sell	-3,336	Closed	-$220K	–	391
2025 Q4	$220K	Buy	3,336 +6	+0.2%	+$381	0.01%	365
2025 Q3	$207K	Buy	+3,330	New	+$203K	0.01%	378
2018 Q4	–	Sell	-4,253	Closed	-$205K	–	267
2018 Q3	$205K	Buy	+4,253	New	+$205K	0.03%	283

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

CFP

Cascade Financial Partners San Diego, California $970M AUM 19.9% 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

Courier Capital's DOL Position: Q1 2026 in Review

Courier Capital sold out of WisdomTree True Developed International Fund (DOL) in Q1 2026, closing a stake of 3,336 shares — an estimated $220K sold.

Courier Capital first reported a position in DOL in Q3 2018 and held it in 3 quarters. The position peaked at $220K in Q4 2025. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

Courier Capital reported no remaining WisdomTree True Developed International Fund position as of Q1 2026 after selling out during the quarter.
Courier Capital sold 3,336 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $220K.
Courier Capital first reported a position in WisdomTree True Developed International Fund in Q3 2018 and held it in 3 quarters.
Courier Capital's WisdomTree True Developed International Fund position peaked at $220K in Q4 2025.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Courier Capital's 13F filing for Q1 2026, filed 20 Apr 2026.