Vance Wealth’s WisdomTree True Developed International Fund DOL Stock Holding History

Vance Wealth’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 Q1	$418K	Hold	6,150	–	–	0.12%	80
2025 Q4	$405K	Hold	6,150	–	–	0.12%	80
2025 Q3	$383K	Hold	6,150	–	–	0.12%	80
2025 Q2	$366K	Hold	6,150	–	–	0.12%	80
2025 Q1	$339K	Hold	6,150	–	–	0.13%	79
2024 Q4	$304K	Hold	6,150	–	–	0.12%	77
2024 Q3	$332K	Hold	6,150	–	–	0.13%	75
2024 Q2	$312K	Hold	6,150	–	–	0.13%	70
2024 Q1	$318K	Hold	6,150	–	–	0.13%	67
2023 Q4	$303K	Hold	6,150	–	–	0.13%	65
2023 Q3	$281K	Hold	6,150	–	–	0.13%	65
2023 Q2	$290K	Hold	6,150	–	–	0.13%	66
2023 Q1	$287K	Hold	6,150	–	–	0.15%	60
2022 Q4	$271K	Hold	6,150	–	–	0.17%	60
2022 Q3	$230K	Hold	6,150	–	–	0.18%	58
2022 Q2	$257K	Hold	6,150	–	–	0.2%	52
2022 Q1	$299K	Hold	6,150	–	–	0.38%	41
2021 Q4	$304K	Buy	+6,150	New	+$299K	0.3%	42

Other funds holding DOL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vance Wealth's DOL Position: Q1 2026 in Review

Vance Wealth held its WisdomTree True Developed International Fund (DOL) position steady in Q1 2026 at 6,150 shares worth $418K. The position accounts for 0.12% of the portfolio, ranked #80.

Vance Wealth first reported a position in DOL in Q4 2021 and has held it in 18 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

Vance Wealth held 6,150 shares of WisdomTree True Developed International Fund worth $418K as of Q1 2026.
Vance Wealth left its WisdomTree True Developed International Fund share count unchanged in Q1 2026.
WisdomTree True Developed International Fund made up 0.12% of Vance Wealth's portfolio in Q1 2026, its #80 holding.
Vance Wealth first reported a position in WisdomTree True Developed International Fund in Q4 2021 and has held it in 18 quarters since.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.