WMG
OPPE

WESCAP Management Group’s WisdomTree European Opportunities Fund OPPE Stock Holding History

WESCAP Management Group’s Portfolio OPPE Stock Details OPPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.87M Sell
72,131
-2,525
-3% -$136K 0.76% 31
2025
Q4 		$3.83M Sell
74,656
-5,331
-7% -$265K 0.78% 32
2025
Q3 		$3.91M Sell
79,987
-673
-0.8% -$32.1K 0.82% 30
2025
Q2 		$3.76M Sell
80,660
-1,486
-2% -$65.7K 0.86% 30
2025
Q1 		$3.48M Sell
82,146
-1,395
-2% -$57.3K 0.85% 31
2024
Q4 		$3.19M Buy
83,541
+69
+0.1% +$2.64K 0.77% 31
2024
Q3 		$3.25M Sell
83,472
-6,650
-7% -$253K 0.82% 28
2024
Q2 		$3.39M Sell
90,122
-2,521
-3% -$98.9K 0.96% 26
2024
Q1 		$3.56M Buy
92,643
+326
+0.4% +$11.9K 1.03% 25
2023
Q4 		$3.32M Sell
92,317
-4,578
-5% -$155K 1.07% 26
2023
Q3 		$3.2M Sell
96,895
-878
-0.9% -$29.7K 1.14% 25
2023
Q2 		$3.29M Sell
97,773
-5,152
-5% -$176K 1.15% 24
2023
Q1 		$3.48M Sell
102,925
-6,047
-6% -$205K 1.23% 23
2022
Q4 		$3.4M Sell
108,972
-5,654
-5% -$172K 1.19% 23
2022
Q3 		$3.14M Sell
114,626
-3,265
-3% -$100K 1.2% 23
2022
Q2 		$3.63M Sell
117,891
-6,819
-5% -$232K 1.24% 23
2022
Q1 		$4.32M Buy
124,710
+3,779
+3% +$134K 1.22% 23
2021
Q4 		$4.47M Buy
120,931
+2,829
+2% +$104K 1.24% 25
2021
Q3 		$4.2M Sell
118,102
-196
-0.2% -$7.11K 1.22% 22
2021
Q2 		$4.14M Sell
118,298
-4,434
-4% -$156K 1.2% 23
2021
Q1 		$4.17M Sell
122,732
-4,569
-4% -$148K 1.15% 24
2020
Q4 		$3.91M Sell
127,301
-32,024
-20% -$925K 1.17% 25
2020
Q3 		$4.34M Sell
159,325
-87,816
-36% -$2.43M 1.45% 18
2020
Q2 		$6.63M Sell
247,141
-98,499
-28% -$2.53M 2.34% 11
2020
Q1 		$7.93M Sell
345,640
-159,442
-32% -$4.75M 3.31% 10
2019
Q4 		$16.6M Sell
505,082
-16,175
-3% -$515K 6.46% 3
2019
Q3 		$15.8M Sell
521,257
-58,883
-10% -$1.76M 6.51% 3
2019
Q2 		$17.5M Sell
580,140
-6,193
-1% -$189K 7.23% 3
2019
Q1 		$17.7M Sell
586,333
-32,333
-5% -$939K 7.54% 3
2018
Q4 		$16.3M Sell
618,666
-39,767
-6% -$1.11M 7.82% 3
2018
Q3 		$19.9M Sell
658,433
-50,025
-7% -$1.52M 10.11% 2
2018
Q2 		$21.3M Sell
708,458
-1,061
-0.1% -$33.4K 10.26% 2
2018
Q1 		$21.8M Sell
709,519
-10,274
-1% -$323K 8.71% 3
2017
Q4 		$22.4M Buy
719,793
+10,717
+2% +$332K 8.82% 3
2017
Q3 		$21.8M Buy
709,076
+12,577
+2% +$375K 9.79% 2
2017
Q2 		$20.5M Buy
696,499
+2,612
+0.4% +$77.6K 9.69% 3
2017
Q1 		$19.6M Sell
693,887
-54,171
-7% -$1.46M 9.57% 3
2016
Q4 		$19.3M Sell
748,058
-12,288
-2% -$304K 9.88% 3
2016
Q3 		$18.6M Sell
760,346
-54,891
-7% -$1.32M 9.69% 3
2016
Q2 		$18.8M Sell
815,237
-612
-0.1% -$14.7K 9.26% 3
2016
Q1 		$19.5M Sell
815,849
-15,591
-2% -$358K 9.82% 3
2015
Q4 		$20.4M Buy
+831,440
New +$20.7M 11% 3

Other funds holding OPPE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
CPA
Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

WESCAP Management Group's OPPE Position: Q1 2026 in Review

WESCAP Management Group reduced its WisdomTree European Opportunities Fund (OPPE) stake by 3.4% in Q1 2026, selling an estimated $136K and leaving 72,131 shares worth $3.87M. The position accounts for 0.76% of the portfolio, ranked #31.

WESCAP Management Group first reported a position in OPPE in Q4 2015 and has held it in 42 quarters since. The position peaked at $22.4M in Q4 2017. 53 funds tracked by Wall St. Rank hold OPPE as of Q1 2026.

  • WESCAP Management Group held 72,131 shares of WisdomTree European Opportunities Fund worth $3.87M as of Q1 2026.
  • WESCAP Management Group sold 2,525 WisdomTree European Opportunities Fund shares in Q1 2026, an estimated $136K.
  • WisdomTree European Opportunities Fund made up 0.76% of WESCAP Management Group's portfolio in Q1 2026, its #31 holding.
  • WESCAP Management Group first reported a position in WisdomTree European Opportunities Fund in Q4 2015 and has held it in 42 quarters since.
  • WESCAP Management Group's WisdomTree European Opportunities Fund position peaked at $22.4M in Q4 2017.
  • 53 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q1 2026.

Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.