SNB
WDEF

Security National Bank’s WisdomTree Europe Defense Fund WDEF Stock Holding History

Security National Bank’s Portfolio WDEF Stock Details WDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.42M Sell
52,347
-21,264
-29% -$636K 0.17% 83
2026
Q1 		$2.28M Buy
+73,611
New +$2.42M 0.33% 60

Other funds holding WDEF

CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFWA
Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

Security National Bank's WDEF Position: Q2 2026 in Review

Security National Bank reduced its WisdomTree Europe Defense Fund (WDEF) stake by 29% in Q2 2026, selling an estimated $636K and leaving 52,347 shares worth $1.42M. The position accounts for 0.17% of the portfolio, ranked #83.

Security National Bank first reported a position in WDEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.28M in Q1 2026. 9 funds tracked by Wall St. Rank hold WDEF as of Q2 2026.

  • Security National Bank held 52,347 shares of WisdomTree Europe Defense Fund worth $1.42M as of Q2 2026.
  • Security National Bank sold 21,264 WisdomTree Europe Defense Fund shares in Q2 2026, an estimated $636K.
  • WisdomTree Europe Defense Fund made up 0.17% of Security National Bank's portfolio in Q2 2026, its #83 holding.
  • Security National Bank first reported a position in WisdomTree Europe Defense Fund in Q1 2026 and has held it in 2 quarters since.
  • Security National Bank's WisdomTree Europe Defense Fund position peaked at $2.28M in Q1 2026.
  • 9 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.