Who owns OPPE?
WisdomTree European Opportunities Fund · WisdomTree
58 institutions reported holding OPPE, worth $99.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OPPE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $20.6M | 368,670 | +21,676 shares |
| Stephens Inc. | Little Rock, AR | $13.8M | 247,029 | +6,558 shares |
| Sonoma Allocations LLC | Santa Rosa, CA | $13.6M | 243,924 | +35,238 shares |
| Cathy Pareto & Associates, Inc. | Coral Gables, FL | $9.1M | 162,891 | +13,829 shares |
| WESCAP Management Group, Inc. | Glendale, CA | $4.0M | 71,888 | −243 shares |
| GC Wealth Management RIA, LLC | Cambridge, MA | $2.5M | 44,973 | −40,878 shares |
| Spinnaker Investment Group, LLC | Newport Beach, CA | $2.5M | 44,722 | +5,486 shares |
| Sowell Financial Services LLC | North Little Rock, AR | $2.4M | 43,868 | +3,994 shares |
| D.A. Davidson & Co. | Great Falls, MT | $2.4M | 43,426 | +1,188 shares |
| Corient Private Wealth LP | Miami, FL | $2.3M | 41,678 | +724 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OPPE?
58 institutional managers reported holding OPPE in Form 13F filings for June 30, 2026, worth $99.1M in total. The largest reported position was held by LPL Financial LLC, at $20.6M.
Did institutions buy or sell OPPE last quarter?
Reported 13F value rose 4.5% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OPPE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.