Waterloo Capital’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Waterloo Capital’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.15M	Buy	+22,288	New	+$2.11M	0.12%	165

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Waterloo Capital's DLN Position: Q2 2026 in Review

Waterloo Capital opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 22,288 shares worth $2.15M. The stake represents 0.12% of the portfolio and ranks #165 among its holdings.

477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Waterloo Capital held 22,288 shares of WisdomTree US LargeCap Dividend Fund worth $2.15M as of Q2 2026.
WisdomTree US LargeCap Dividend Fund was a new Waterloo Capital position in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.12% of Waterloo Capital's portfolio in Q2 2026, its #165 holding.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.