AE Wealth Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

AE Wealth Management’s Portfolio ELD Stock Details ELD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$417	Hold	15	–	–	﹤0.01%	2549
2025 Q4	$438	Hold	15	–	–	﹤0.01%	2411
2025 Q3	$431	Hold	15	–	–	﹤0.01%	2241
2025 Q2	$419	Hold	15	–	–	﹤0.01%	2109
2025 Q1	$401	Hold	15	–	–	﹤0.01%	2111
2024 Q4	$381	Buy	+15	New	+$397	﹤0.01%	2083

Other funds holding ELD

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $421M AUM 14.16% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AE Wealth Management's ELD Position: Q1 2026 in Review

AE Wealth Management held its WisdomTree Emerging Markets Local Debt Fund (ELD) position steady in Q1 2026 at 15 shares worth $417. The position accounts for ﹤0.01% of the portfolio, ranked #2549.

AE Wealth Management first reported a position in ELD in Q4 2024 and has held it in 6 quarters since. The position peaked at $438 in Q4 2025. 61 funds tracked by Wall St. Rank hold ELD as of Q1 2026.

AE Wealth Management held 15 shares of WisdomTree Emerging Markets Local Debt Fund worth $417 as of Q1 2026.
AE Wealth Management left its WisdomTree Emerging Markets Local Debt Fund share count unchanged in Q1 2026.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2549 holding.
AE Wealth Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2024 and has held it in 6 quarters since.
AE Wealth Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $438 in Q4 2025.
61 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.