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Impact Capital Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Impact Capital Partners’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 		$562K Hold
5,834
– – 0.15% 131
2026
Q1 		$521K Buy
+5,834
New +$530K 0.16% 133

Other funds holding DLN

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM

Impact Capital Partners's DLN Position: Q2 2026 in Review

Impact Capital Partners held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 5,834 shares worth $562K. The position accounts for 0.15% of the portfolio, ranked #131.

Impact Capital Partners first reported a position in DLN in Q1 2026 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Impact Capital Partners held 5,834 shares of WisdomTree US LargeCap Dividend Fund worth $562K as of Q2 2026.
  • Impact Capital Partners left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.15% of Impact Capital Partners's portfolio in Q2 2026, its #131 holding.
  • Impact Capital Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.