AE Wealth Management’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.2M	Sell	18,150 -6,308	-26%	-$418K	0.01%	842
2026 Q1	$1.6M	Buy	24,458 +4,449	+22%	+$297K	0.01%	711
2025 Q4	$1.33M	Buy	20,009 +2,775	+16%	+$186K	0.01%	723
2025 Q3	$1.15M	Buy	17,234 +2,384	+16%	+$159K	0.01%	718
2025 Q2	$979K	Buy	14,850 +1,892	+15%	+$123K	0.01%	731
2025 Q1	$848K	Sell	12,958 -1,747	-12%	-$114K	0.01%	751
2024 Q4	$955K	Buy	14,705 +153	+1%	+$10.1K	0.01%	710
2024 Q3	$970K	Sell	14,552 -10,930	-43%	-$719K	0.01%	697
2024 Q2	$1.64M	Buy	25,482 +1,130	+5%	+$72.7K	0.02%	577
2024 Q1	$1.57M	Buy	24,352 +201	+0.8%	+$12.9K	0.02%	552
2023 Q4	$1.54M	Buy	24,151 +784	+3%	+$48.7K	0.01%	999
2023 Q3	$1.44M	Buy	23,367 +2,031	+10%	+$126K	0.01%	959
2023 Q2	$1.33M	Buy	21,336 +2,282	+12%	+$142K	0.01%	978
2023 Q1	$1.19M	Buy	19,054 +398	+2%	+$24.9K	0.01%	978
2022 Q4	$1.15M	Sell	18,656 -2,565	-12%	-$154K	0.01%	927
2022 Q3	$1.25M	Sell	21,221 -3,538	-14%	-$216K	0.01%	863
2022 Q2	$1.5M	Sell	24,759 -3,835	-13%	-$242K	0.01%	763
2022 Q1	$1.89M	Sell	28,594 -752	-3%	-$52.2K	0.01%	717
2021 Q4	$2.17M	Buy	29,346 +1,839	+7%	+$137K	0.02%	677
2021 Q3	$2.08M	Buy	27,507 +1,109	+4%	+$84.3K	0.02%	635
2021 Q2	$2.01M	Buy	26,398 +5,684	+27%	+$430K	0.02%	639
2021 Q1	$1.55M	Buy	20,714 +8,440	+69%	+$644K	0.02%	645
2020 Q4	$945K	Buy	12,274 +1,700	+16%	+$128K	0.01%	724
2020 Q3	$779K	Sell	10,574 -78	-0.7%	-$5.75K	0.01%	706
2020 Q2	$767K	Buy	10,652 +939	+10%	+$64.4K	0.01%	710
2020 Q1	$613K	Buy	9,713 +6,872	+242%	+$490K	0.01%	617
2019 Q4	$210K	Buy	+2,841	New	+$208K	﹤0.01%	1047

Other funds holding EMCB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Talisman Wealth Advisors Mountainside, New Jersey $134M AUM 23.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

AE Wealth Management's EMCB Position: Q2 2026 in Review

AE Wealth Management reduced its WisdomTree Emerging Markets Corporate Bond Fund (EMCB) stake by 26% in Q2 2026, selling an estimated $418K and leaving 18,150 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #842.

AE Wealth Management first reported a position in EMCB in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.17M in Q4 2021. 34 funds tracked by Wall St. Rank hold EMCB as of Q2 2026.

AE Wealth Management held 18,150 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $1.2M as of Q2 2026.
AE Wealth Management sold 6,308 WisdomTree Emerging Markets Corporate Bond Fund shares in Q2 2026, an estimated $418K.
WisdomTree Emerging Markets Corporate Bond Fund made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #842 holding.
AE Wealth Management first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q4 2019 and has held it in 27 quarters since.
AE Wealth Management's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $2.17M in Q4 2021.
34 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.