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Waverly Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Waverly Advisors’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 		$3.6M Buy
37,381
+32,846
+724% +$3.1M 0.02% 543
2026
Q1 		$405K Buy
4,535
+576
+15% +$52.4K ﹤0.01% 1179
2025
Q4 		$349K Buy
+3,959
New +$346K ﹤0.01% 1149

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Waverly Advisors's DLN Position: Q2 2026 in Review

Waverly Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 724% in Q2 2026, buying an estimated $3.1M and bringing the position to 37,381 shares worth $3.6M. The position accounts for 0.02% of the portfolio, ranked #543.

Waverly Advisors first reported a position in DLN in Q4 2025 and has held it in 3 quarters since. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Waverly Advisors held 37,381 shares of WisdomTree US LargeCap Dividend Fund worth $3.6M as of Q2 2026.
  • Waverly Advisors bought 32,846 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $3.1M.
  • WisdomTree US LargeCap Dividend Fund made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #543 holding.
  • Waverly Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.