LPL Financial
WDEF

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
Q2 		$2.21M Buy
81,209
+63,946
+370% +$1.91M ﹤0.01% 3642
2026
Q1 		$534K Buy
+17,263
New +$567K ﹤0.01% 4703

Other funds holding WDEF

GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial's WDEF Position: Q2 2026 in Review

LPL Financial increased its WisdomTree Europe Defense Fund (WDEF) stake by 370% in Q2 2026, buying an estimated $1.91M and bringing the position to 81,209 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #3642.

LPL Financial first reported a position in WDEF in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold WDEF as of Q2 2026.

  • LPL Financial held 81,209 shares of WisdomTree Europe Defense Fund worth $2.21M as of Q2 2026.
  • LPL Financial bought 63,946 WisdomTree Europe Defense Fund shares in Q2 2026, an estimated $1.91M.
  • WisdomTree Europe Defense Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3642 holding.
  • LPL Financial first reported a position in WisdomTree Europe Defense Fund in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.