SIG
OPPE

Spinnaker Investment Group’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Spinnaker Investment Group’s Portfolio OPPE Stock Details OPPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.5M Buy
44,722
+5,486
+14% +$311K 0.4% 27
2026
Q1 		$2.11M Sell
39,236
-5,306
-12% -$285K 0.43% 23
2025
Q4 		$2.29M Buy
44,542
+18,051
+68% +$898K 0.41% 23
2025
Q3 		$1.29M Buy
+26,491
New +$1.26M 0.24% 32

Other funds holding OPPE

SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
CPA
Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Spinnaker Investment Group's OPPE Position: Q2 2026 in Review

Spinnaker Investment Group increased its WisdomTree European Opportunities Fund (OPPE) stake by 14% in Q2 2026, buying an estimated $311K and bringing the position to 44,722 shares worth $2.5M. The position accounts for 0.4% of the portfolio, ranked #27.

Spinnaker Investment Group first reported a position in OPPE in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold OPPE as of Q2 2026.

  • Spinnaker Investment Group held 44,722 shares of WisdomTree European Opportunities Fund worth $2.5M as of Q2 2026.
  • Spinnaker Investment Group bought 5,486 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $311K.
  • WisdomTree European Opportunities Fund made up 0.4% of Spinnaker Investment Group's portfolio in Q2 2026, its #27 holding.
  • Spinnaker Investment Group first reported a position in WisdomTree European Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.