KFI
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Key Financial Inc’s WisdomTree True Developed International Fund DOL Stock Holding History

Key Financial Inc’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 		$22.8M Sell
306,315
-15,020
-5% -$1.1M 3.73% 2
2026
Q1 		$21.8M Buy
321,335
+1,119
+0.3% +$77.9K 3.89% 2
2025
Q4 		$21.1M Sell
320,216
-1,540
-0.5% -$97.9K 3.85% 2
2025
Q3 		$20.2M Buy
321,756
+677
+0.2% +$41.3K 3.73% 2
2025
Q2 		$19.1M Buy
321,079
+16,916
+6% +$972K 3.85% 2
2025
Q1 		$16.8M Buy
304,163
+7,246
+2% +$385K 3.65% 2
2024
Q4 		$14.7M Buy
296,917
+13,652
+5% +$701K 3.34% 3
2024
Q3 		$15.3M Buy
283,265
+2,822
+1% +$148K 3.38% 4
2024
Q2 		$14.2M Buy
280,443
+7,033
+3% +$363K 3.41% 4
2024
Q1 		$14.1M Buy
273,410
+2,900
+1% +$144K 3.61% 4
2023
Q4 		$13.3M Buy
270,510
+8,022
+3% +$374K 3.64% 4
2023
Q3 		$12M Buy
262,488
+5,496
+2% +$258K 4.04% 3
2023
Q2 		$12.1M Buy
256,992
+484
+0.2% +$23K 4.02% 3
2023
Q1 		$12M Buy
256,508
+12,542
+5% +$583K 4.37% 3
2022
Q4 		$9.13M Hold
243,966
– – 4.31% 2
2022
Q3 		$9.13M Buy
243,966
+55,285
+29% +$2.29M 4.29% 2
2022
Q2 		$7.89M Buy
188,681
+16,241
+9% +$745K 4.27% 2
2022
Q1 		$8.38M Buy
172,440
+13,433
+8% +$658K 4.17% 2
2021
Q4 		$7.86M Buy
159,007
+19,127
+14% +$930K 3.94% 3
2021
Q3 		$6.65M Buy
139,880
+12,758
+10% +$635K 3.76% 5
2021
Q2 		$6.33M Buy
127,122
+15,709
+14% +$781K 3.54% 5
2021
Q1 		$5.27M Buy
111,413
+19,293
+21% +$909K 3.48% 6
2020
Q4 		$4.23M Buy
92,120
+15,170
+20% +$659K 3.15% 6
2020
Q3 		$3.18M Buy
76,950
+6,167
+9% +$261K 3.26% 5
2020
Q2 		$2.9M Sell
70,783
-151,515
-68% -$5.92M 3.32% 6
2020
Q1 		$8.19M Buy
222,298
+178,724
+410% +$7.91M 8.4% 1
2019
Q4 		$2.13M Buy
+43,574
New +$2.07M 2% 9

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Key Financial Inc's DOL Position: Q2 2026 in Review

Key Financial Inc reduced its WisdomTree True Developed International Fund (DOL) stake by 4.7% in Q2 2026, selling an estimated $1.1M and leaving 306,315 shares worth $22.8M. The position accounts for 3.73% of the portfolio, ranked #2.

Key Financial Inc first reported a position in DOL in Q4 2019 and has held it in 27 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • Key Financial Inc held 306,315 shares of WisdomTree True Developed International Fund worth $22.8M as of Q2 2026.
  • Key Financial Inc sold 15,020 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $1.1M.
  • WisdomTree True Developed International Fund made up 3.73% of Key Financial Inc's portfolio in Q2 2026, its #2 holding.
  • Key Financial Inc first reported a position in WisdomTree True Developed International Fund in Q4 2019 and has held it in 27 quarters since.
  • 108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.