OneAscent Financial Services’s WisdomTree International Equity Fund DWM Stock Holding History

OneAscent Financial Services’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	$964K	Buy	13,796 +980	+8%	+$70.3K	0.05%	224
2025 Q4	$881K	Buy	12,816 +3,274	+34%	+$220K	0.08%	167
2025 Q3	$632K	Buy	9,542 +2,011	+27%	+$131K	0.08%	194
2025 Q2	$479K	Buy	7,531 +90	+1%	+$5.46K	0.03%	318
2025 Q1	$433K	Buy	+7,441	New	+$419K	0.03%	355

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

OneAscent Financial Services's DWM Position: Q1 2026 in Review

OneAscent Financial Services increased its WisdomTree International Equity Fund (DWM) stake by 7.6% in Q1 2026, buying an estimated $70.3K and bringing the position to 13,796 shares worth $964K. The position accounts for 0.05% of the portfolio, ranked #224.

OneAscent Financial Services first reported a position in DWM in Q1 2025 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

OneAscent Financial Services held 13,796 shares of WisdomTree International Equity Fund worth $964K as of Q1 2026.
OneAscent Financial Services bought 980 WisdomTree International Equity Fund shares in Q1 2026, an estimated $70.3K.
WisdomTree International Equity Fund made up 0.05% of OneAscent Financial Services's portfolio in Q1 2026, its #224 holding.
OneAscent Financial Services first reported a position in WisdomTree International Equity Fund in Q1 2025 and has held it in 5 quarters since.
131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.