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WPG Advisers’s iShares Select Dividend ETF DVY Stock Holding History

WPG Advisers’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$938 Hold
6
– – ﹤0.01% 1344
2026
Q1 		$908 Sell
6
-5
-45% -$755 ﹤0.01% 1276
2025
Q4 		$1.55K Hold
11
– – ﹤0.01% 1194
2025
Q3 		$1.56K Sell
11
-25
-69% -$3.46K ﹤0.01% 1186
2025
Q2 		$4.76K Hold
36
– – ﹤0.01% 895
2025
Q1 		$4.78K Buy
36
+1
+3% +$134 ﹤0.01% 883
2024
Q4 		$4.65K Buy
+35
New +$4.77K ﹤0.01% 842

Other funds holding DVY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WPG Advisers's DVY Position: Q2 2026 in Review

WPG Advisers held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 6 shares worth $938. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

WPG Advisers first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.78K in Q1 2025. 988 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • WPG Advisers held 6 shares of iShares Select Dividend ETF worth $938 as of Q2 2026.
  • WPG Advisers left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1344 holding.
  • WPG Advisers first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's iShares Select Dividend ETF position peaked at $4.78K in Q1 2025.
  • 988 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.