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MAI Capital Management’s WisdomTree European Opportunities Fund OPPE Stock Holding History

MAI Capital Management’s Portfolio OPPE Stock Details OPPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,369
Closed -$127K – 2896
2026
Q1 		$127K Buy
+2,369
New +$127K ﹤0.01% 1712

Other funds holding OPPE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
CPA
Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

MAI Capital Management sold out of WisdomTree European Opportunities Fund (OPPE) in Q2 2026, closing a stake of 2,369 shares — an estimated $127K sold.

MAI Capital Management first reported a position in OPPE in Q1 2026 and held it in 1 quarter. The position peaked at $127K in Q1 2026. 58 funds tracked by Wall St. Rank hold OPPE as of Q2 2026.

  • MAI Capital Management reported no remaining WisdomTree European Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 2,369 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $127K.
  • MAI Capital Management first reported a position in WisdomTree European Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • MAI Capital Management's WisdomTree European Opportunities Fund position peaked at $127K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2026.

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