EWM
WDEF

Evermay Wealth Management’s WisdomTree Europe Defense Fund WDEF Stock Holding History

Evermay Wealth Management’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
Q2 		$27.2K Buy
+1,000
New +$29.9K ﹤0.01% 418

Other funds holding WDEF

MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFWA
Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Evermay Wealth Management's WDEF Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in WisdomTree Europe Defense Fund (WDEF) in Q2 2026: 1,000 shares worth $27.2K. The stake represents ﹤0.01% of the portfolio and ranks #418 among its holdings.

14 funds tracked by Wall St. Rank hold WDEF as of Q2 2026.

  • Evermay Wealth Management held 1,000 shares of WisdomTree Europe Defense Fund worth $27.2K as of Q2 2026.
  • WisdomTree Europe Defense Fund was a new Evermay Wealth Management position in Q2 2026.
  • WisdomTree Europe Defense Fund made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #418 holding.
  • 14 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.