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
Q2 		$145K Sell
2,593
-1,555
-37% -$88.3K ﹤0.01% 1597
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 $445B AUM 25.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

EP Wealth Advisors's OPPE Position: Q2 2026 in Review

EP Wealth Advisors reduced its WisdomTree European Opportunities Fund (OPPE) stake by 37% in Q2 2026, selling an estimated $88.3K and leaving 2,593 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

EP Wealth Advisors first reported a position in OPPE in Q2 2025 and has held it in 4 quarters since. The position peaked at $800K in Q2 2025. 58 funds tracked by Wall St. Rank hold OPPE as of Q2 2026.

  • EP Wealth Advisors held 2,593 shares of WisdomTree European Opportunities Fund worth $145K as of Q2 2026.
  • EP Wealth Advisors sold 1,555 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $88.3K.
  • WisdomTree European Opportunities Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1597 holding.
  • EP Wealth Advisors first reported a position in WisdomTree European Opportunities Fund in Q2 2025 and has held it in 4 quarters since.
  • EP Wealth Advisors's WisdomTree European Opportunities Fund position peaked at $800K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2026.

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