WT
OPPE

Whittier Trust’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Whittier Trust’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
Q2 		$394K Hold
6,885
– – ﹤0.01% 516
2026
Q1 		$378K Hold
6,885
– – ﹤0.01% 480
2025
Q4 		$361K Hold
6,885
– – ﹤0.01% 488
2025
Q3 		$341K Hold
6,885
– – ﹤0.01% 496
2025
Q2 		$321K Hold
6,885
– – ﹤0.01% 571
2025
Q1 		$291K Hold
6,885
– – ﹤0.01% 580
2024
Q4 		$263K Buy
+6,885
New +$264K ﹤0.01% 608

Other funds holding OPPE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Whittier Trust's OPPE Position: Q2 2026 in Review

Whittier Trust held its WisdomTree European Opportunities Fund (OPPE) position steady in Q2 2026 at 6,885 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Whittier Trust first reported a position in OPPE in Q4 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold OPPE as of Q2 2026.

  • Whittier Trust held 6,885 shares of WisdomTree European Opportunities Fund worth $394K as of Q2 2026.
  • Whittier Trust left its WisdomTree European Opportunities Fund share count unchanged in Q2 2026.
  • WisdomTree European Opportunities Fund made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #516 holding.
  • Whittier Trust first reported a position in WisdomTree European Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
  • 58 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.