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 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 $376B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Creative Planning

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

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return