William Blair & Company
DLN icon

William Blair & Company’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

William Blair & Company’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.7M Buy
131,267
+13,064
+11% +$1.19M 0.03% 323
2025
Q4 		$10.4M Buy
118,203
+11,488
+11% +$1M 0.03% 349
2025
Q3 		$9.29M Buy
106,715
+93,559
+711% +$7.92M 0.02% 379
2025
Q2 		$1.08M Hold
13,156
– – ﹤0.01% 878
2025
Q1 		$1.04M Hold
13,156
– – ﹤0.01% 869
2024
Q4 		$1.02M Hold
13,156
– – ﹤0.01% 901
2024
Q3 		$1.03M Sell
13,156
-583
-4% -$44K ﹤0.01% 896
2024
Q2 		$1,000K Buy
13,739
+3,153
+30% +$224K ﹤0.01% 879
2024
Q1 		$764K Buy
10,586
+620
+6% +$42.6K ﹤0.01% 956
2023
Q4 		$662K Buy
9,966
+700
+8% +$44K ﹤0.01% 990
2023
Q3 		$570K Buy
9,266
+118
+1% +$7.53K ﹤0.01% 1015
2023
Q2 		$582K Sell
9,148
-40
-0.4% -$2.48K ﹤0.01% 1005
2023
Q1 		$568K Sell
9,188
-226
-2% -$14K ﹤0.01% 997
2022
Q4 		$583K Buy
9,414
+186
+2% +$11.4K ﹤0.01% 998
2022
Q3 		$510K Buy
9,228
+260
+3% +$15.8K ﹤0.01% 1031
2022
Q2 		$530K Hold
8,968
– – ﹤0.01% 1045
2022
Q1 		$589K Buy
8,968
+1,230
+16% +$79.6K ﹤0.01% 1099
2021
Q4 		$511K Sell
7,738
-28
-0.4% -$1.77K ﹤0.01% 1205
2021
Q3 		$463K Hold
7,766
– – ﹤0.01% 1179
2021
Q2 		$467K Sell
7,766
-500
-6% -$29.8K ﹤0.01% 1167
2021
Q1 		$474K Sell
8,266
-5,750
-41% -$316K ﹤0.01% 1140
2020
Q4 		$753K Sell
14,016
-1,250
-8% -$64K ﹤0.01% 956
2020
Q3 		$741K Sell
15,266
-16,184
-51% -$786K ﹤0.01% 852
2020
Q2 		$1.46M Sell
31,450
-260
-0.8% -$11.7K 0.01% 630
2020
Q1 		$1.28M Sell
31,710
-300
-0.9% -$14.7K 0.01% 607
2019
Q4 		$1.7M Sell
32,010
-2,410
-7% -$123K 0.01% 650
2019
Q3 		$1.71M Sell
34,420
-2,066
-6% -$101K 0.01% 617
2019
Q2 		$1.77M Sell
36,486
-10,870
-23% -$519K 0.01% 609
2019
Q1 		$2.23M Sell
47,356
-1,754
-4% -$79.8K 0.01% 523
2018
Q4 		$2.07M Buy
49,110
+1,064
+2% +$48.2K 0.02% 515
2018
Q3 		$2.29M Sell
48,046
-860
-2% -$40.3K 0.01% 536
2018
Q2 		$2.19M Sell
48,906
-2,406
-5% -$108K 0.01% 534
2018
Q1 		$2.27M Sell
51,312
-856
-2% -$39.4K 0.02% 526
2017
Q4 		$2.4M Sell
52,168
-9,144
-15% -$410K 0.02% 529
2017
Q3 		$2.66M Sell
61,312
-12,650
-17% -$539K 0.02% 485
2017
Q2 		$3.11M Sell
73,962
-14,324
-16% -$599K 0.02% 458
2017
Q1 		$3.68M Buy
88,286
+7,098
+9% +$291K 0.03% 386
2016
Q4 		$3.24M Sell
81,188
-7,792
-9% -$302K 0.03% 390
2016
Q3 		$3.42M Buy
88,980
+36,900
+71% +$1.42M 0.03% 379
2016
Q2 		$1.97M Buy
52,080
+26,288
+102% +$973K 0.02% 482
2016
Q1 		$946K Sell
25,792
-610
-2% -$21.2K 0.01% 628
2015
Q4 		$938K Buy
26,402
+2,188
+9% +$78.3K 0.01% 650
2015
Q3 		$814K Sell
24,214
-7,500
-24% -$265K 0.01% 814
2015
Q2 		$1.15M Sell
31,714
-378
-1% -$14.1K ﹤0.01% 1547
2015
Q1 		$1.18M Buy
32,092
+1,250
+4% +$46.2K ﹤0.01% 1510
2014
Q4 		$1.14M Sell
30,842
-2,550
-8% -$92.6K ﹤0.01% 1457
2014
Q3 		$1.19M Buy
33,392
+3,800
+13% +$135K ﹤0.01% 1407
2014
Q2 		$1.05M Sell
29,592
-4,426
-13% -$153K ﹤0.01% 1444
2014
Q1 		$1.15M Sell
34,018
-2,916
-8% -$95.7K ﹤0.01% 1375
2013
Q4 		$1.23M Sell
36,934
-2,222
-6% -$71.4K ﹤0.01% 1327
2013
Q3 		$1.2M Sell
39,156
-9,996
-20% -$308K ﹤0.01% 1284
2013
Q2 		$1.47M Buy
+49,152
New +$1.48M ﹤0.01% 1156

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

William Blair & Company's DLN Position: Q1 2026 in Review

William Blair & Company increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 11% in Q1 2026, buying an estimated $1.19M and bringing the position to 131,267 shares worth $11.7M. The position accounts for 0.03% of the portfolio, ranked #323.

William Blair & Company first reported a position in DLN in Q2 2013 and has held it in 52 quarters since. 466 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • William Blair & Company held 131,267 shares of WisdomTree US LargeCap Dividend Fund worth $11.7M as of Q1 2026.
  • William Blair & Company bought 13,064 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $1.19M.
  • WisdomTree US LargeCap Dividend Fund made up 0.03% of William Blair & Company's portfolio in Q1 2026, its #323 holding.
  • William Blair & Company first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and has held it in 52 quarters since.
  • 466 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.