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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evernest Financial Advisors's DOL Position: Q1 2026 in Review

Evernest Financial Advisors reduced its WisdomTree True Developed International Fund (DOL) stake by 0.56% in Q1 2026, selling an estimated $36.5K and leaving 92,400 shares worth $6.62M. The position accounts for 1.38% of the portfolio, ranked #17.

Evernest Financial Advisors first reported a position in DOL in Q4 2021 and has held it in 11 quarters since. The position peaked at $6.72M in Q4 2025. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

Evernest Financial Advisors held 92,400 shares of WisdomTree True Developed International Fund worth $6.62M as of Q1 2026.
Evernest Financial Advisors sold 525 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $36.5K.
WisdomTree True Developed International Fund made up 1.38% of Evernest Financial Advisors's portfolio in Q1 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 11 quarters since.
Evernest Financial Advisors's WisdomTree True Developed International Fund position peaked at $6.72M in Q4 2025.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.