LPL Financial’s WisdomTree Europe Defense Fund WDEF Stock Holding History

LPL Financial’s Portfolio WDEF Stock Details WDEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$534K	Buy	+17,263	New	+$567K	﹤0.01%	4703

Other funds holding WDEF

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAS

Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return

LPL Financial's WDEF Position: Q1 2026 in Review

LPL Financial opened a new position in WisdomTree Europe Defense Fund (WDEF) in Q1 2026: 17,263 shares worth $534K. The stake represents ﹤0.01% of the portfolio and ranks #4703 among its holdings.

31 funds tracked by Wall St. Rank hold WDEF as of Q1 2026.

LPL Financial held 17,263 shares of WisdomTree Europe Defense Fund worth $534K as of Q1 2026.
WisdomTree Europe Defense Fund was a new LPL Financial position in Q1 2026.
WisdomTree Europe Defense Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4703 holding.
31 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.