New Vernon Capital Holdings II’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

New Vernon Capital Holdings II’s Portfolio DXJ Stock Details DXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10M	Buy	57,605 +11,045	+24%	+$1.86M	5.51%	8
2026 Q1	$7.38M	Hold	46,560	–	–	5.44%	7
2025 Q4	$6.71M	Hold	46,560	–	–	3.18%	11
2025 Q3	$5.96M	Buy	46,560 +24,545	+111%	+$3.01M	2.74%	12
2025 Q2	$2.52M	Buy	+22,015	New	+$2.41M	1.21%	20
2025 Q1	–	Sell	-426,229	Closed	-$19.3M	–	73
2024 Q4	$19.3M	Buy	426,229 +408,863	+2,354%	+$44.8M	13.27%	3
2024 Q3	$1.84M	Sell	17,366 -36,620	-68%	-$3.89M	0.99%	15
2024 Q2	$6.09M	Buy	+53,986	New	+$5.86M	3.29%	12
2017 Q2	–	Sell	-42,535	Closed	-$2.15M	–	29
2017 Q1	$2.15M	Buy	42,535 +37,800	+798%	+$1.93M	3.96%	6
2016 Q4	$235K	Buy	+4,735	New	+$222K	0.88%	21
2015 Q3	–	Sell	-69,945	Closed	-$4M	–	8
2015 Q2	$4M	Buy	+69,945	New	+$4.06M	16.02%	2
2014 Q1	–	Sell	-80,898	Closed	-$4.11M	–	6
2013 Q4	$4.11M	Buy	+80,898	New	+$3.93M	29.4%	2

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

New Vernon Capital Holdings II's DXJ Position: Q2 2026 in Review

New Vernon Capital Holdings II increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 24% in Q2 2026, buying an estimated $1.86M and bringing the position to 57,605 shares worth $10M. The position accounts for 5.51% of the portfolio, ranked #8.

New Vernon Capital Holdings II first reported a position in DXJ in Q4 2013 and has held it in 12 quarters since. The position peaked at $19.3M in Q4 2024. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

New Vernon Capital Holdings II held 57,605 shares of WisdomTree Japan Hedged Equity Fund worth $10M as of Q2 2026.
New Vernon Capital Holdings II bought 11,045 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $1.86M.
WisdomTree Japan Hedged Equity Fund made up 5.51% of New Vernon Capital Holdings II's portfolio in Q2 2026, its #8 holding.
New Vernon Capital Holdings II first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and has held it in 12 quarters since.
New Vernon Capital Holdings II's WisdomTree Japan Hedged Equity Fund position peaked at $19.3M in Q4 2024.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on New Vernon Capital Holdings II's 13F filing for Q2 2026, filed 14 Aug 2026.