WA
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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
Q2 		$418K Hold
5,711
– – ﹤0.01% 1256
2026
Q1 		$399K Buy
+5,711
New +$410K ﹤0.01% 1187

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Waverly Advisors's DWM Position: Q2 2026 in Review

Waverly Advisors held its WisdomTree International Equity Fund (DWM) position steady in Q2 2026 at 5,711 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Waverly Advisors first reported a position in DWM in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • Waverly Advisors held 5,711 shares of WisdomTree International Equity Fund worth $418K as of Q2 2026.
  • Waverly Advisors left its WisdomTree International Equity Fund share count unchanged in Q2 2026.
  • WisdomTree International Equity Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1256 holding.
  • Waverly Advisors first reported a position in WisdomTree International Equity Fund in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

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