WWA
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WCG Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

WCG Wealth Advisors’s Portfolio AVDE Stock Details AVDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.6M Buy
353,800
+14,670
+4% +$1.32M 0.75% 32
2026
Q1 		$28.8M Buy
339,130
+151
+0% +$13.1K 0.81% 33
2025
Q4 		$27.9M Buy
338,979
+14,608
+5% +$1.17M 0.78% 34
2025
Q3 		$25.6M Buy
324,371
+5,547
+2% +$422K 1.6% 11
2025
Q2 		$23.6M Buy
318,824
+15,813
+5% +$1.11M 1.53% 13
2025
Q1 		$20.1M Buy
303,011
+7,537
+3% +$490K 1.53% 16
2024
Q4 		$18.1M Buy
295,474
+21,928
+8% +$1.4M 1.2% 22
2024
Q3 		$18.3M Buy
273,546
+7,613
+3% +$489K 1.24% 17
2024
Q2 		$16.6M Buy
265,933
+10,014
+4% +$636K 1.23% 22
2024
Q1 		$16.3M Buy
255,919
+12,781
+5% +$778K 1.36% 18
2023
Q4 		$14.7M Buy
243,138
+23,155
+11% +$1.31M 1.08% 25
2023
Q3 		$12.2M Buy
+219,983
New +$12.6M 0.9% 33

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WCG Wealth Advisors's AVDE Position: Q2 2026 in Review

WCG Wealth Advisors increased its Avantis International Equity ETF (AVDE) stake by 4.3% in Q2 2026, buying an estimated $1.32M and bringing the position to 353,800 shares worth $31.6M. The position accounts for 0.75% of the portfolio, ranked #32.

WCG Wealth Advisors first reported a position in AVDE in Q3 2023 and has held it in 12 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • WCG Wealth Advisors held 353,800 shares of Avantis International Equity ETF worth $31.6M as of Q2 2026.
  • WCG Wealth Advisors bought 14,670 Avantis International Equity ETF shares in Q2 2026, an estimated $1.32M.
  • Avantis International Equity ETF made up 0.75% of WCG Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • WCG Wealth Advisors first reported a position in Avantis International Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

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