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Evernest Financial Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Evernest Financial Advisors’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
Q2 		$6.81M Sell
91,533
-867
-0.9% -$63.5K 1.42% 17
2026
Q1 		$6.62M Sell
92,400
-525
-0.6% -$36.5K 1.38% 17
2025
Q4 		$6.72M Sell
92,925
-343
-0.4% -$21.8K 1.41% 18
2025
Q3 		$5.81M Sell
93,268
-3
-0% -$183 1.63% 18
2025
Q2 		$5.56M Buy
93,271
+6,701
+8% +$385K 1.8% 15
2025
Q1 		$4.77M Sell
86,570
-2,550
-3% -$136K 1.71% 15
2024
Q4 		$4.41M Sell
89,120
-867
-1% -$44.5K 1.14% 19
2024
Q3 		$4.86M Buy
89,987
+1,655
+2% +$86.6K 1.31% 14
2024
Q2 		$4.48M Buy
88,332
+1,413
+2% +$73K 2.01% 13
2024
Q1 		$4.34M Sell
86,919
-5,981
-6% -$298K 2.05% 12
2023
Q4 		$4.58M Buy
+92,900
New +$4.33M 2.32% 11
2021
Q4 		$4.24M Buy
+87,031
New +$4.23M 2.2% 11

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evernest Financial Advisors's DOL Position: Q2 2026 in Review

Evernest Financial Advisors reduced its WisdomTree True Developed International Fund (DOL) stake by 0.94% in Q2 2026, selling an estimated $63.5K and leaving 91,533 shares worth $6.81M. The position accounts for 1.42% of the portfolio, ranked #17.

Evernest Financial Advisors first reported a position in DOL in Q4 2021 and has held it in 12 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • Evernest Financial Advisors held 91,533 shares of WisdomTree True Developed International Fund worth $6.81M as of Q2 2026.
  • Evernest Financial Advisors sold 867 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $63.5K.
  • WisdomTree True Developed International Fund made up 1.42% of Evernest Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • Evernest Financial Advisors first reported a position in WisdomTree True Developed International Fund in Q4 2021 and has held it in 12 quarters since.
  • 108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.