Focus Partners Wealth
DWM icon

Focus Partners Wealth’s WisdomTree International Equity Fund DWM Stock Holding History

Focus Partners Wealth’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.25M Buy
17,832
+1,945
+12% +$140K ﹤0.01% 1524
2025
Q4 		$1.09M Buy
15,887
+70
+0.4% +$4.7K ﹤0.01% 1602
2025
Q3 		$1.05M Buy
15,817
+10,943
+225% +$712K ﹤0.01% 1266
2025
Q2 		$310K Hold
4,874
– – ﹤0.01% 1662
2025
Q1 		$283K Sell
4,874
-37
-0.8% -$2.08K ﹤0.01% 1606
2024
Q4 		$259K Buy
+4,911
New +$270K ﹤0.01% 1617

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth's DWM Position: Q1 2026 in Review

Focus Partners Wealth increased its WisdomTree International Equity Fund (DWM) stake by 12% in Q1 2026, buying an estimated $140K and bringing the position to 17,832 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Focus Partners Wealth first reported a position in DWM in Q4 2024 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Focus Partners Wealth held 17,832 shares of WisdomTree International Equity Fund worth $1.25M as of Q1 2026.
  • Focus Partners Wealth bought 1,945 WisdomTree International Equity Fund shares in Q1 2026, an estimated $140K.
  • WisdomTree International Equity Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1524 holding.
  • Focus Partners Wealth first reported a position in WisdomTree International Equity Fund in Q4 2024 and has held it in 6 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.