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MAI Capital Management’s WisdomTree International Equity Fund DWM Stock Holding History

MAI Capital Management’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$122K Hold
1,743
– – ﹤0.01% 1739
2025
Q4 		$120K Buy
1,743
+172
+11% +$11.5K ﹤0.01% 1550
2025
Q3 		$104K Hold
1,571
– – ﹤0.01% 1556
2025
Q2 		$99.9K Hold
1,571
– – ﹤0.01% 1485
2025
Q1 		$91.4K Hold
1,571
– – ﹤0.01% 1440
2024
Q4 		$82.8K Buy
+1,571
New +$86.2K ﹤0.01% 1530

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MAI Capital Management's DWM Position: Q1 2026 in Review

MAI Capital Management held its WisdomTree International Equity Fund (DWM) position steady in Q1 2026 at 1,743 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

MAI Capital Management first reported a position in DWM in Q4 2024 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • MAI Capital Management held 1,743 shares of WisdomTree International Equity Fund worth $122K as of Q1 2026.
  • MAI Capital Management left its WisdomTree International Equity Fund share count unchanged in Q1 2026.
  • WisdomTree International Equity Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1739 holding.
  • MAI Capital Management first reported a position in WisdomTree International Equity Fund in Q4 2024 and has held it in 6 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.