Wolfstich Capital’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Wolfstich Capital’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	$328K	Sell	3,744 -509	-12%	-$46.3K	0.29%	36
2025 Q4	$375K	Buy	4,253 +229	+6%	+$20K	0.35%	14
2025 Q3	$350K	Hold	4,024	–	–	0.71%	12
2025 Q2	$331K	Hold	4,024	–	–	0.73%	12
2025 Q1	$319K	Hold	4,024	–	–	0.29%	19
2024 Q4	$313K	Buy	+4,024	New	+$321K	0.28%	20

Other funds holding DLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Wolfstich Capital's DLN Position: Q1 2026 in Review

Wolfstich Capital reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 12% in Q1 2026, selling an estimated $46.3K and leaving 3,744 shares worth $328K. The position accounts for 0.29% of the portfolio, ranked #36.

Wolfstich Capital first reported a position in DLN in Q4 2024 and has held it in 6 quarters since. The position peaked at $375K in Q4 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Wolfstich Capital held 3,744 shares of WisdomTree US LargeCap Dividend Fund worth $328K as of Q1 2026.
Wolfstich Capital sold 509 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $46.3K.
WisdomTree US LargeCap Dividend Fund made up 0.29% of Wolfstich Capital's portfolio in Q1 2026, its #36 holding.
Wolfstich Capital first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
Wolfstich Capital's WisdomTree US LargeCap Dividend Fund position peaked at $375K in Q4 2025.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Wolfstich Capital's 13F filing for Q1 2026, filed 21 Apr 2026.