Anderson Financial Strategies’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Anderson Financial Strategies’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 Q1	$4.03M	Buy	60,680 +2,594	+4%	+$173K	2.22%	15
2025 Q4	$3.89M	Buy	58,086 +2,652	+5%	+$177K	2.26%	15
2025 Q3	$3.71M	Buy	55,434 +2,997	+6%	+$199K	2.2%	15
2025 Q2	$3.46M	Sell	52,437 -775	-1%	-$50.4K	2.21%	15
2025 Q1	$3.48M	Sell	53,212 -3,446	-6%	-$225K	2.13%	15
2024 Q4	$3.68M	Buy	+56,658	New	+$3.73M	2.22%	17

Other funds holding EMCB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KAS

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SWM

Schwallier Wealth Management Grand Rapids, Michigan $137M AUM 10.61% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Anderson Financial Strategies's EMCB Position: Q1 2026 in Review

Anderson Financial Strategies increased its WisdomTree Emerging Markets Corporate Bond Fund (EMCB) stake by 4.5% in Q1 2026, buying an estimated $173K and bringing the position to 60,680 shares worth $4.03M. The position accounts for 2.22% of the portfolio, ranked #15.

Anderson Financial Strategies first reported a position in EMCB in Q4 2024 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold EMCB as of Q1 2026.

Anderson Financial Strategies held 60,680 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $4.03M as of Q1 2026.
Anderson Financial Strategies bought 2,594 WisdomTree Emerging Markets Corporate Bond Fund shares in Q1 2026, an estimated $173K.
WisdomTree Emerging Markets Corporate Bond Fund made up 2.22% of Anderson Financial Strategies's portfolio in Q1 2026, its #15 holding.
Anderson Financial Strategies first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q4 2024 and has held it in 6 quarters since.
35 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.