AllGen Financial Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

AllGen Financial Advisors’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	$3.92M	Buy	+140,940	New	+$4.12M	0.93%	18

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AllGen Financial Advisors's ELD Position: Q1 2026 in Review

AllGen Financial Advisors opened a new position in WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2026: 140,940 shares worth $3.92M. The stake represents 0.93% of the portfolio and ranks #18 among its holdings.

61 funds tracked by Wall St. Rank hold ELD as of Q1 2026.

AllGen Financial Advisors held 140,940 shares of WisdomTree Emerging Markets Local Debt Fund worth $3.92M as of Q1 2026.
WisdomTree Emerging Markets Local Debt Fund was a new AllGen Financial Advisors position in Q1 2026.
WisdomTree Emerging Markets Local Debt Fund made up 0.93% of AllGen Financial Advisors's portfolio in Q1 2026, its #18 holding.
61 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.