Mariner’s WisdomTree True Developed International Fund DOL Stock Holding History

Mariner’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	$1.9M	Sell	25,555 -4,497	-15%	-$329K	﹤0.01%	1520
2026 Q1	$2.04M	Sell	30,052 -4,649	-13%	-$324K	﹤0.01%	1511
2025 Q4	$2.29M	Sell	34,701 -1,381	-4%	-$87.8K	﹤0.01%	1423
2025 Q3	$2.25M	Sell	36,082 -2,442	-6%	-$149K	﹤0.01%	1360
2025 Q2	$2.29M	Sell	38,524 -1,487	-4%	-$85.5K	﹤0.01%	1251
2025 Q1	$2.2M	Sell	40,011 -8,792	-18%	-$467K	﹤0.01%	1187
2024 Q4	$2.41M	Sell	48,803 -3,649	-7%	-$187K	﹤0.01%	1116
2024 Q3	$2.83M	Buy	52,452 +1,031	+2%	+$54K	0.01%	1020
2024 Q2	$2.61M	Sell	51,421 -9,543	-16%	-$493K	0.01%	983
2024 Q1	$3.15M	Buy	60,964 +54,375	+825%	+$2.71M	0.01%	904
2023 Q4	$325K	Buy	+6,589	New	+$307K	﹤0.01%	2265

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

Mariner's DOL Position: Q2 2026 in Review

Mariner reduced its WisdomTree True Developed International Fund (DOL) stake by 15% in Q2 2026, selling an estimated $329K and leaving 25,555 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Mariner first reported a position in DOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.15M in Q1 2024. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Mariner held 25,555 shares of WisdomTree True Developed International Fund worth $1.9M as of Q2 2026.
Mariner sold 4,497 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $329K.
WisdomTree True Developed International Fund made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1520 holding.
Mariner first reported a position in WisdomTree True Developed International Fund in Q4 2023 and has held it in 11 quarters since.
Mariner's WisdomTree True Developed International Fund position peaked at $3.15M in Q1 2024.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.