SI
OPPE

Stephens Inc’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Stephens Inc’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 		$13.8M Buy
247,029
+6,558
+3% +$372K 0.15% 146
2026
Q1 		$12.9M Buy
240,471
+56,181
+30% +$3.02M 0.16% 136
2025
Q4 		$9.47M Buy
184,290
+4,067
+2% +$202K 0.12% 176
2025
Q3 		$8.81M Buy
+180,223
New +$8.6M 0.11% 189

Other funds holding OPPE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stephens Inc's OPPE Position: Q2 2026 in Review

Stephens Inc increased its WisdomTree European Opportunities Fund (OPPE) stake by 2.7% in Q2 2026, buying an estimated $372K and bringing the position to 247,029 shares worth $13.8M. The position accounts for 0.15% of the portfolio, ranked #146.

Stephens Inc first reported a position in OPPE in Q3 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold OPPE as of Q2 2026.

  • Stephens Inc held 247,029 shares of WisdomTree European Opportunities Fund worth $13.8M as of Q2 2026.
  • Stephens Inc bought 6,558 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $372K.
  • WisdomTree European Opportunities Fund made up 0.15% of Stephens Inc's portfolio in Q2 2026, its #146 holding.
  • Stephens Inc first reported a position in WisdomTree European Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.