NWP
DLN icon

NerdWallet Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

NerdWallet Wealth Partners’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.4M Buy
263,948
+28,902
+12% +$2.73M 8.76% 3
2026
Q1 		$21M Buy
235,046
+12,803
+6% +$1.16M 9.16% 3
2025
Q4 		$19.5M Buy
222,243
+20,130
+10% +$1.76M 8.76% 3
2025
Q3 		$17.6M Buy
+202,113
New +$17.1M 8.61% 3

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NerdWallet Wealth Partners's DLN Position: Q2 2026 in Review

NerdWallet Wealth Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 12% in Q2 2026, buying an estimated $2.73M and bringing the position to 263,948 shares worth $25.4M. The position accounts for 8.76% of the portfolio, ranked #3.

NerdWallet Wealth Partners first reported a position in DLN in Q3 2025 and has held it in 4 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • NerdWallet Wealth Partners held 263,948 shares of WisdomTree US LargeCap Dividend Fund worth $25.4M as of Q2 2026.
  • NerdWallet Wealth Partners bought 28,902 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $2.73M.
  • WisdomTree US LargeCap Dividend Fund made up 8.76% of NerdWallet Wealth Partners's portfolio in Q2 2026, its #3 holding.
  • NerdWallet Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.