Evelyn Partners Investment Management’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Evelyn Partners Investment Management’s Portfolio OPPJ Stock Details OPPJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$807K	Hold	14,847	–	–	0.02%	136
2025 Q4	$689K	Hold	14,847	–	–	0.02%	146
2025 Q3	$618K	Hold	14,847	–	–	0.02%	151
2025 Q2	$543K	Hold	14,847	–	–	0.02%	157
2025 Q1	$520K	Sell	14,847 -153	-1%	-$5.27K	0.02%	151
2024 Q4	$519K	Buy	+15,000	New	+$515K	0.02%	151

Other funds holding OPPJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

TAGStone Capital Charlotte, North Carolina $283M AUM 14.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Evelyn Partners Investment Management's OPPJ Position: Q1 2026 in Review

Evelyn Partners Investment Management held its WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) position steady in Q1 2026 at 14,847 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #136.

Evelyn Partners Investment Management first reported a position in OPPJ in Q4 2024 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold OPPJ as of Q1 2026.

Evelyn Partners Investment Management held 14,847 shares of WisdomTree Trust WisdomTree Japan Opportunities Fund worth $807K as of Q1 2026.
Evelyn Partners Investment Management left its WisdomTree Trust WisdomTree Japan Opportunities Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree Japan Opportunities Fund made up 0.02% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #136 holding.
Evelyn Partners Investment Management first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
65 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.