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
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 $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
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 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

Whittier Trust's OPPE Position: Q1 2026 in Review

Whittier Trust held its WisdomTree European Opportunities Fund (OPPE) position steady in Q1 2026 at 6,885 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Whittier Trust first reported a position in OPPE in Q4 2024 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold OPPE as of Q1 2026.

  • Whittier Trust held 6,885 shares of WisdomTree European Opportunities Fund worth $378K as of Q1 2026.
  • Whittier Trust left its WisdomTree European Opportunities Fund share count unchanged in Q1 2026.
  • WisdomTree European Opportunities Fund made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #480 holding.
  • Whittier Trust first reported a position in WisdomTree European Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • 53 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.