Impact Capital Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Impact Capital Partners’s Portfolio DLS Stock Details DLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.15M	Buy	25,622 +1,545	+6%	+$133K	0.59%	42
2026 Q1	$1.96M	Buy	24,077 +2,781	+13%	+$235K	0.59%	41
2025 Q4	$1.73M	Buy	21,296 +301	+1%	+$23.8K	0.51%	48
2025 Q3	$1.67M	Buy	20,995 +257	+1%	+$20K	0.5%	49
2025 Q2	$1.56M	Buy	20,738 +173	+0.8%	+$12.1K	0.51%	50
2025 Q1	$1.36M	Buy	20,565 +2,973	+17%	+$194K	0.49%	50
2024 Q4	$1.11M	Buy	+17,592	New	+$1.14M	0.39%	63

Other funds holding DLS

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

GSF

Grove Street Fiduciary Peterborough, New Hampshire $237M AUM 7.6% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

WCL

Wealth Care LLC Merritt Island, Florida $123M AUM

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

Impact Capital Partners increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 6.4% in Q2 2026, buying an estimated $133K and bringing the position to 25,622 shares worth $2.15M. The position accounts for 0.59% of the portfolio, ranked #42.

Impact Capital Partners first reported a position in DLS in Q4 2024 and has held it in 7 quarters since. 59 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Impact Capital Partners held 25,622 shares of WisdomTree International SmallCap Dividend Fund worth $2.15M as of Q2 2026.
Impact Capital Partners bought 1,545 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $133K.
WisdomTree International SmallCap Dividend Fund made up 0.59% of Impact Capital Partners's portfolio in Q2 2026, its #42 holding.
Impact Capital Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
59 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

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