Stifel Financial
QGRW icon

Stifel Financial’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Stifel Financial’s Portfolio QGRW Stock Details QGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Buy
17,404
+3,533
+25% +$223K ﹤0.01% 2464
2026
Q1 		$741K Buy
+13,871
New +$792K ﹤0.01% 2633
2025
Q1 		– Sell
-6,259
Closed -$308K – 3514
2024
Q4 		$308K Sell
6,259
-23,379
-79% -$1.13M ﹤0.01% 2942
2024
Q3 		$1.35M Buy
29,638
+1,249
+4% +$55.2K ﹤0.01% 2023
2024
Q2 		$1.27M Buy
+28,389
New +$1.19M ﹤0.01% 2011

Other funds holding QGRW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Stifel Financial's QGRW Position: Q2 2026 in Review

Stifel Financial increased its WisdomTree US Quality Growth Fund (QGRW) stake by 25% in Q2 2026, buying an estimated $223K and bringing the position to 17,404 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

Stifel Financial first reported a position in QGRW in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.35M in Q3 2024. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Stifel Financial held 17,404 shares of WisdomTree US Quality Growth Fund worth $1.15M as of Q2 2026.
  • Stifel Financial bought 3,533 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $223K.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2464 holding.
  • Stifel Financial first reported a position in WisdomTree US Quality Growth Fund in Q2 2024 and has held it in 5 quarters since.
  • Stifel Financial's WisdomTree US Quality Growth Fund position peaked at $1.35M in Q3 2024.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

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