Integrated Wealth Concepts’s WisdomTree True Developed International Fund DOL Stock Holding History

Integrated Wealth Concepts’s Portfolio DOL Stock Details DOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$595K	Hold	8,000	–	–	﹤0.01%	1546
2026 Q1	$544K	Buy	+8,000	New	+$557K	﹤0.01%	1485
2025 Q4	–	Sell	-8,000	Closed	-$498K	–	1733
2025 Q3	$498K	Sell	8,000 -3,981	-33%	-$243K	﹤0.01%	1342
2025 Q2	$714K	Buy	+11,981	New	+$689K	0.01%	1091

Other funds holding DOL

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

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Integrated Wealth Concepts's DOL Position: Q2 2026 in Review

Integrated Wealth Concepts held its WisdomTree True Developed International Fund (DOL) position steady in Q2 2026 at 8,000 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Integrated Wealth Concepts first reported a position in DOL in Q2 2025 and has held it in 4 quarters since. The position peaked at $714K in Q2 2025. 109 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Integrated Wealth Concepts held 8,000 shares of WisdomTree True Developed International Fund worth $595K as of Q2 2026.
Integrated Wealth Concepts left its WisdomTree True Developed International Fund share count unchanged in Q2 2026.
WisdomTree True Developed International Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1546 holding.
Integrated Wealth Concepts first reported a position in WisdomTree True Developed International Fund in Q2 2025 and has held it in 4 quarters since.
Integrated Wealth Concepts's WisdomTree True Developed International Fund position peaked at $714K in Q2 2025.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.