EWA
OPPE

EP Wealth Advisors’s WisdomTree European Opportunities Fund OPPE Stock Holding History

EP Wealth Advisors’s Portfolio OPPE Stock Details OPPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$223K Sell
4,148
-7,334
-64% -$394K ﹤0.01% 1347
2025
Q4 		$590K Buy
+11,482
New +$571K ﹤0.01% 810
2025
Q2 		$800K Buy
+17,170
New +$759K 0.01% 627

Other funds holding OPPE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
CPA
Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

EP Wealth Advisors's OPPE Position: Q1 2026 in Review

EP Wealth Advisors reduced its WisdomTree European Opportunities Fund (OPPE) stake by 64% in Q1 2026, selling an estimated $394K and leaving 4,148 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

EP Wealth Advisors first reported a position in OPPE in Q2 2025 and has held it in 3 quarters since. The position peaked at $800K in Q2 2025. 53 funds tracked by Wall St. Rank hold OPPE as of Q1 2026.

  • EP Wealth Advisors held 4,148 shares of WisdomTree European Opportunities Fund worth $223K as of Q1 2026.
  • EP Wealth Advisors sold 7,334 WisdomTree European Opportunities Fund shares in Q1 2026, an estimated $394K.
  • WisdomTree European Opportunities Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1347 holding.
  • EP Wealth Advisors first reported a position in WisdomTree European Opportunities Fund in Q2 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's WisdomTree European Opportunities Fund position peaked at $800K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.