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WPG Advisers’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

WPG Advisers’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.52K Hold
84
– – ﹤0.01% 1159
2025
Q4 		$1.54K Sell
84
-97
-54% -$1.79K ﹤0.01% 1196
2025
Q3 		$3.34K Sell
181
-169
-48% -$3.08K ﹤0.01% 1016
2025
Q2 		$6.37K Hold
350
– – 0.01% 802
2025
Q1 		$6.26K Hold
350
– – 0.01% 801
2024
Q4 		$6.14K Buy
+350
New +$6.28K 0.01% 768

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

WPG Advisers's DIAL Position: Q1 2026 in Review

WPG Advisers held its Columbia Diversified Fixed Income Allocation ETF (DIAL) position steady in Q1 2026 at 84 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

WPG Advisers first reported a position in DIAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.37K in Q2 2025. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

  • WPG Advisers held 84 shares of Columbia Diversified Fixed Income Allocation ETF worth $1.52K as of Q1 2026.
  • WPG Advisers left its Columbia Diversified Fixed Income Allocation ETF share count unchanged in Q1 2026.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of WPG Advisers's portfolio in Q1 2026, its #1159 holding.
  • WPG Advisers first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's Columbia Diversified Fixed Income Allocation ETF position peaked at $6.37K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.