Waverly Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Waverly Advisors’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 Q2	$2.17M	Sell	29,213 -481	-2%	-$35.2K	0.01%	674
2026 Q1	$2.02M	Sell	29,694 -427	-1%	-$29.7K	0.02%	645
2025 Q4	$1.98M	Sell	30,121 -1,056	-3%	-$67.1K	0.02%	602
2025 Q3	$1.94M	Sell	31,177 -845	-3%	-$51.5K	0.02%	519
2025 Q2	$1.91M	Sell	32,022 -655	-2%	-$37.6K	0.02%	502
2025 Q1	$1.8M	Sell	32,677 -1,697	-5%	-$90.2K	0.02%	495
2024 Q4	$1.7M	Sell	34,374 -597	-2%	-$30.7K	0.03%	415
2024 Q3	$1.89M	Sell	34,971 -241	-0.7%	-$12.6K	0.03%	337
2024 Q2	$1.79M	Sell	35,212 -5,950	-14%	-$307K	0.04%	335
2024 Q1	$2.13M	Buy	+41,162	New	+$2.05M	0.05%	249

Other funds holding DOL

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

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors's DOL Position: Q2 2026 in Review

Waverly Advisors reduced its WisdomTree True Developed International Fund (DOL) stake by 1.6% in Q2 2026, selling an estimated $35.2K and leaving 29,213 shares worth $2.17M. The position accounts for 0.01% of the portfolio, ranked #674.

Waverly Advisors first reported a position in DOL in Q1 2024 and has held it in 10 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Waverly Advisors held 29,213 shares of WisdomTree True Developed International Fund worth $2.17M as of Q2 2026.
Waverly Advisors sold 481 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $35.2K.
WisdomTree True Developed International Fund made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #674 holding.
Waverly Advisors first reported a position in WisdomTree True Developed International Fund in Q1 2024 and has held it in 10 quarters since.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

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