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WT Europe Defensed FD (WDEF)

CUSIP: 97717Y337 | NYSE | 51 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Marks Group Wealth Management, Inc96,561
0.2% of portfolio›$2.7M
Security National Bank53,006
0.2% of portfolio›$1.5M
Avestar Capital, LLC22,174
0.0% of portfolio›$619.9K
Capital Advisors, Ltd. LLC15,226
0.0% of portfolio›$426
Wealth Enhancement Advisory Services, LLC14,918
0.0% of portfolio›$399.1K
Ascentis Independent Advisors14,465
0.0% of portfolio›$404.4K
Forthright Family Wealth Advisory LLC10,223
0.2% of portfolio›$285.8K
Atria Investments, Inc7,544
0.0% of portfolio›$210.9K
Halbert Hargrove Global Advisors, LLC3,538
0.0% of portfolio›$98.9K
TD Waterhouse Canada Inc.1,380
0.0% of portfolio›$38.2K
Evermay Wealth Management LLC1,000
0.0% of portfolio›$28.0K
Country Trust Bank869
0.0% of portfolio›$24.3K
Ashton Thomas Private Wealth, LLC300
0.0% of portfolio›$8.4K
Farther Finance Advisors, LLC250
0.0% of portfolio›$7.0K
Private Trust Co NA168
0.0% of portfolio›$4.7K
Hickory Point Bank & Trust50
0.0% of portfolio›$1.4K
StyleTurnoverLocationFiled
Marks Group Wealth Management, Inc
96,561$2.7M0.2%CoreMediumMinnetonka, MN2026-11-05
Security National Bank
53,006$1.5M0.2%GrowthLowOmaha, NE2026-10-26
Avestar Capital, LLC
22,174$619.9K0.0%GrowthLowNew York, NY2026-10-28
Capital Advisors, Ltd. LLC
15,226$4260.0%ETFLowShaker Heights, OH2026-10-27
Wealth Enhancement Advisory Services, LLC
14,918$399.1K0.0%CoreLowPlymouth, MN2026-10-13
Ascentis Independent Advisors
14,465$404.4K0.0%ETFLowDallas, TX2026-11-03
Forthright Family Wealth Advisory LLC
10,223$285.8K0.2%ETFHighHouston, TX2026-11-03
Atria Investments, Inc
7,544$210.9K0.0%CoreMediumCharlotte, NC2026-10-15
Halbert Hargrove Global Advisors, LLC
3,538$98.9K0.0%ETFLowLong Beach, CA2026-10-16
TD Waterhouse Canada Inc.
1,380$38.2K0.0%CoreLowToronto, Australia2026-10-16
Evermay Wealth Management LLC
1,000$28.0K0.0%ETFLowArlington, VA2026-11-05
Country Trust Bank
869$24.3K0.0%GrowthLowBloomington, IL2026-10-30
Ashton Thomas Private Wealth, LLC
300$8.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Farther Finance Advisors, LLC
250$7.0K0.0%IndexLowSan Francisco, CA2026-10-08
Private Trust Co NA
168$4.7K0.0%CoreLowCleveland, OH2026-10-20
Hickory Point Bank & Trust
50$1.4K0.0%CoreVery LowDecatur, IL2026-10-01