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WealthPlan Investment Management’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

WealthPlan Investment Management’s Portfolio QDF Stock Details QDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$886K Buy
9,858
+1,446
+17% +$125K 0.04% 242
2026
Q1 		$665K Buy
8,412
+3,800
+82% +$311K 0.04% 261
2025
Q4 		$373K Buy
+4,612
New +$370K 0.02% 295

Other funds holding QDF

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

WealthPlan Investment Management's QDF Position: Q2 2026 in Review

WealthPlan Investment Management increased its FlexShares Quality Dividend Index Fund (QDF) stake by 17% in Q2 2026, buying an estimated $125K and bringing the position to 9,858 shares worth $886K. The position accounts for 0.04% of the portfolio, ranked #242.

WealthPlan Investment Management first reported a position in QDF in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold QDF as of Q2 2026.

  • WealthPlan Investment Management held 9,858 shares of FlexShares Quality Dividend Index Fund worth $886K as of Q2 2026.
  • WealthPlan Investment Management bought 1,446 FlexShares Quality Dividend Index Fund shares in Q2 2026, an estimated $125K.
  • FlexShares Quality Dividend Index Fund made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #242 holding.
  • WealthPlan Investment Management first reported a position in FlexShares Quality Dividend Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held FlexShares Quality Dividend Index Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.