SW
OPPE

SVB Wealth’s WisdomTree European Opportunities Fund OPPE Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-4
Closed -$185 – 882
2025
Q1 		$185 Buy
+4
New +$164 ﹤0.01% 1474

Other funds holding OPPE

GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 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 $508M AUM 18.98% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SVB Wealth's OPPE Position: Q2 2025 in Review

SVB Wealth sold out of WisdomTree European Opportunities Fund (OPPE) in Q2 2025, closing a stake of 4 shares — an estimated $185 sold.

SVB Wealth first reported a position in OPPE in Q1 2025 and held it in 1 quarter. The position peaked at $185 in Q1 2025. 30 funds tracked by Wall St. Rank hold OPPE as of Q2 2025.

  • SVB Wealth reported no remaining WisdomTree European Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 4 WisdomTree European Opportunities Fund shares in Q2 2025, an estimated $185.
  • SVB Wealth first reported a position in WisdomTree European Opportunities Fund in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's WisdomTree European Opportunities Fund position peaked at $185 in Q1 2025.
  • 30 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.