FWI
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Facet Wealth Inc’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Facet Wealth Inc’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$371K Hold
4,158
– – 0.01% 215
2025
Q4 		$376K Buy
+4,158
New +$363K 0.01% 188

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Focus Partners Wealth
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Ameriprise
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Creative Planning
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GVAG
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Facet Wealth Inc's DLN Position: Q1 2026 in Review

Facet Wealth Inc held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 4,158 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #215.

Facet Wealth Inc first reported a position in DLN in Q4 2025 and has held it in 2 quarters since. The position peaked at $376K in Q4 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Facet Wealth Inc held 4,158 shares of WisdomTree US LargeCap Dividend Fund worth $371K as of Q1 2026.
  • Facet Wealth Inc left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #215 holding.
  • Facet Wealth Inc first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • Facet Wealth Inc's WisdomTree US LargeCap Dividend Fund position peaked at $376K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.