William Blair & Company
DWM icon

William Blair & Company’s WisdomTree International Equity Fund DWM Stock Holding History

William Blair & Company’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$146K Buy
2,085
+4
+0.2% +$287 ﹤0.01% 1532
2025
Q4 		$143K Buy
2,081
+11
+0.5% +$739 ﹤0.01% 1516
2025
Q3 		$137K Buy
2,070
+7
+0.3% +$455 ﹤0.01% 1523
2025
Q2 		$131K Buy
2,063
+28
+1% +$1.7K ﹤0.01% 1480
2025
Q1 		$118K Buy
2,035
+1,915
+1,596% +$108K ﹤0.01% 1477
2024
Q4 		$6.32K Hold
120
– – ﹤0.01% 1760
2024
Q3 		$6.91K Hold
120
– – ﹤0.01% 1769
2024
Q2 		$6.45K Hold
120
– – ﹤0.01% 1767
2024
Q1 		$6.58K Sell
120
-9
-7% -$476 ﹤0.01% 1741
2023
Q4 		$6.8K Sell
129
-2,022
-94% -$99.8K ﹤0.01% 1727
2023
Q3 		$104K Buy
2,151
+8
+0.4% +$400 ﹤0.01% 1499
2023
Q2 		$107K Buy
2,143
+24
+1% +$1.21K ﹤0.01% 1509
2023
Q1 		$105K Buy
2,119
+11
+0.5% +$545 ﹤0.01% 1496
2022
Q4 		$99.1K Sell
2,108
-492
-19% -$22K ﹤0.01% 1492
2022
Q3 		$104K Buy
2,600
+11
+0.4% +$493 ﹤0.01% 1504
2022
Q2 		$118K Sell
2,589
-1,774
-41% -$88.2K ﹤0.01% 1510
2022
Q1 		$230K Buy
4,363
+7
+0.2% +$373 ﹤0.01% 1463
2021
Q4 		$236K Buy
4,356
+9
+0.2% +$482 ﹤0.01% 1505
2021
Q3 		$230K Buy
4,347
+11
+0.3% +$606 ﹤0.01% 1431
2021
Q2 		$236K Buy
4,336
+14
+0.3% +$770 ﹤0.01% 1440
2021
Q1 		$227K Buy
4,322
+6
+0.1% +$313 ﹤0.01% 1437
2020
Q4 		$219K Buy
4,316
+67
+2% +$3.21K ﹤0.01% 1395
2020
Q3 		$193K Buy
4,249
+310
+8% +$14.3K ﹤0.01% 1315
2020
Q2 		$174K Sell
3,939
-270
-6% -$11.4K ﹤0.01% 1277
2020
Q1 		$166K Sell
4,209
-3,649
-46% -$176K ﹤0.01% 1211
2019
Q4 		$420K Sell
7,858
-3,656
-32% -$189K ﹤0.01% 1052
2019
Q3 		$572K Buy
11,514
+1,723
+18% +$85.4K ﹤0.01% 906
2019
Q2 		$499K Sell
9,791
-2,564
-21% -$130K ﹤0.01% 975
2019
Q1 		$626K Buy
12,355
+2,026
+20% +$101K ﹤0.01% 889
2018
Q4 		$481K Buy
10,329
+1,404
+16% +$69.2K ﹤0.01% 921
2018
Q3 		$474K Sell
8,925
-607
-6% -$32.3K ﹤0.01% 970
2018
Q2 		$503K Buy
9,532
+2,920
+44% +$161K ﹤0.01% 949
2018
Q1 		$363K Buy
6,612
+1
+0% +$56 ﹤0.01% 1020
2017
Q4 		$369K Buy
6,611
+1
+0% +$55 ﹤0.01% 1060
2017
Q3 		$360K Buy
+6,610
New +$353K ﹤0.01% 1048
2016
Q3 		– Sell
-6,000
Closed -$268K – 1293
2016
Q2 		$268K Buy
+6,000
New +$276K ﹤0.01% 1027

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

William Blair & Company increased its WisdomTree International Equity Fund (DWM) stake by 0.19% in Q1 2026, buying an estimated $287 and bringing the position to 2,085 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

William Blair & Company first reported a position in DWM in Q2 2016 and has held it in 36 quarters since. The position peaked at $626K in Q1 2019. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • William Blair & Company held 2,085 shares of WisdomTree International Equity Fund worth $146K as of Q1 2026.
  • William Blair & Company bought 4 WisdomTree International Equity Fund shares in Q1 2026, an estimated $287.
  • WisdomTree International Equity Fund made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1532 holding.
  • William Blair & Company first reported a position in WisdomTree International Equity Fund in Q2 2016 and has held it in 36 quarters since.
  • William Blair & Company's WisdomTree International Equity Fund position peaked at $626K in Q1 2019.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

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