Haverford Trust Company’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Haverford Trust Company’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 Q2	$751K	Hold	7,802	–	–	0.01%	262
2026 Q1	$697K	Hold	7,802	–	–	0.01%	262
2025 Q4	$687K	Hold	7,802	–	–	0.01%	259
2025 Q3	$679K	Hold	7,802	–	–	0.01%	256
2025 Q2	$641K	Hold	7,802	–	–	0.01%	267
2025 Q1	$619K	Hold	7,802	–	–	0.01%	266
2024 Q4	$607K	Hold	7,802	–	–	0.01%	264
2024 Q3	$613K	Hold	7,802	–	–	0.01%	279
2024 Q2	$568K	Hold	7,802	–	–	0.01%	280
2024 Q1	$563K	Hold	7,802	–	–	0.01%	269
2023 Q4	$518K	Hold	7,802	–	–	0.01%	266
2023 Q3	$480K	Hold	7,802	–	–	0.01%	261
2023 Q2	$496K	Hold	7,802	–	–	0.01%	272
2023 Q1	$483K	Buy	+7,802	New	+$484K	0.01%	263

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Haverford Trust Company's DLN Position: Q2 2026 in Review

Haverford Trust Company held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 7,802 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #262.

Haverford Trust Company first reported a position in DLN in Q1 2023 and has held it in 14 quarters since. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Haverford Trust Company held 7,802 shares of WisdomTree US LargeCap Dividend Fund worth $751K as of Q2 2026.
Haverford Trust Company left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Haverford Trust Company's portfolio in Q2 2026, its #262 holding.
Haverford Trust Company first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.