MAI Capital Management’s WisdomTree True Developed International Fund DOL Stock Holding History

MAI Capital Management’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	$375K	Buy	+5,037	New	+$369K	﹤0.01%	1460

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

MAI Capital Management's DOL Position: Q2 2026 in Review

MAI Capital Management opened a new position in WisdomTree True Developed International Fund (DOL) in Q2 2026: 5,037 shares worth $375K. The stake represents ﹤0.01% of the portfolio and ranks #1460 among its holdings.

108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

MAI Capital Management held 5,037 shares of WisdomTree True Developed International Fund worth $375K as of Q2 2026.
WisdomTree True Developed International Fund was a new MAI Capital Management position in Q2 2026.
WisdomTree True Developed International Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1460 holding.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.