Stifel Financial
DOL icon

Stifel Financial’s WisdomTree True Developed International Fund DOL Stock Holding History

Stifel Financial’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$673K Buy
9,046
+348
+4% +$25.5K ﹤0.01% 2790
2026
Q1 		$591K Buy
8,698
+222
+3% +$15.5K ﹤0.01% 2765
2025
Q4 		$558K Sell
8,476
-96
-1% -$6.1K ﹤0.01% 2795
2025
Q3 		$534K Sell
8,572
-19
-0.2% -$1.16K ﹤0.01% 2771
2025
Q2 		$512K Buy
8,591
+817
+11% +$47K ﹤0.01% 2760
2025
Q1 		$428K Sell
7,774
-340
-4% -$18.1K ﹤0.01% 2787
2024
Q4 		$401K Sell
8,114
-1,044
-11% -$53.6K ﹤0.01% 2803
2024
Q3 		$494K Sell
9,158
-10
-0.1% -$523 ﹤0.01% 2687
2024
Q2 		$465K Buy
9,168
+56
+0.6% +$2.89K ﹤0.01% 2669
2024
Q1 		$471K Buy
9,112
+3,025
+50% +$151K ﹤0.01% 2649
2023
Q4 		$300K Buy
6,087
+791
+15% +$36.8K ﹤0.01% 2847
2023
Q3 		$242K Sell
5,296
-640
-11% -$30K ﹤0.01% 2902
2023
Q2 		$280K Sell
5,936
-41
-0.7% -$1.95K ﹤0.01% 2859
2023
Q1 		$279K Buy
5,977
+61
+1% +$2.83K ﹤0.01% 2858
2022
Q4 		$260K Buy
5,916
+315
+6% +$13.2K ﹤0.01% 2849
2022
Q3 		$210K Buy
+5,601
New +$232K ﹤0.01% 2918

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial's DOL Position: Q2 2026 in Review

Stifel Financial increased its WisdomTree True Developed International Fund (DOL) stake by 4% in Q2 2026, buying an estimated $25.5K and bringing the position to 9,046 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #2790.

Stifel Financial first reported a position in DOL in Q3 2022 and has held it in 16 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • Stifel Financial held 9,046 shares of WisdomTree True Developed International Fund worth $673K as of Q2 2026.
  • Stifel Financial bought 348 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $25.5K.
  • WisdomTree True Developed International Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2790 holding.
  • Stifel Financial first reported a position in WisdomTree True Developed International Fund in Q3 2022 and has held it in 16 quarters since.
  • 108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.