Waverly Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Waverly Advisors’s Portfolio DWM Stock Details DWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$399K	Buy	+5,711	New	+$410K	﹤0.01%	1187

Other funds holding DWM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Waverly Advisors's DWM Position: Q1 2026 in Review

Waverly Advisors opened a new position in WisdomTree International Equity Fund (DWM) in Q1 2026: 5,711 shares worth $399K. The stake represents ﹤0.01% of the portfolio and ranks #1187 among its holdings.

131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

Waverly Advisors held 5,711 shares of WisdomTree International Equity Fund worth $399K as of Q1 2026.
WisdomTree International Equity Fund was a new Waverly Advisors position in Q1 2026.
WisdomTree International Equity Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1187 holding.
131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.