Ariadne Wealth Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Ariadne Wealth Management’s Portfolio EMD Stock Details EMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.19M	Hold	120,977	–	–	0.53%	38
2025 Q4	$1.35M	Hold	120,977	–	–	0.56%	37
2025 Q3	$1.28M	Sell	120,977 -389	-0.3%	-$3.99K	0.58%	42
2025 Q2	$1.26M	Buy	121,366 +11	+0%	+$105	0.6%	40
2025 Q1	$1.15M	Buy	121,355 +10	+0%	+$98	0.6%	43
2024 Q4	$1.21M	Buy	121,345 +12,496	+11%	+$124K	0.56%	41
2024 Q3	$1.07M	Buy	108,849 +15	+0%	+$147	0.58%	40
2024 Q2	$1.02M	Buy	+108,834	New	+$1.01M	0.79%	30

Other funds holding EMD

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ariadne Wealth Management's EMD Position: Q1 2026 in Review

Ariadne Wealth Management held its Western Asset Emerging Markets Debt Fund (EMD) position steady in Q1 2026 at 120,977 shares worth $1.19M. The position accounts for 0.53% of the portfolio, ranked #38.

Ariadne Wealth Management first reported a position in EMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.35M in Q4 2025. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

Ariadne Wealth Management held 120,977 shares of Western Asset Emerging Markets Debt Fund worth $1.19M as of Q1 2026.
Ariadne Wealth Management left its Western Asset Emerging Markets Debt Fund share count unchanged in Q1 2026.
Western Asset Emerging Markets Debt Fund made up 0.53% of Ariadne Wealth Management's portfolio in Q1 2026, its #38 holding.
Ariadne Wealth Management first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's Western Asset Emerging Markets Debt Fund position peaked at $1.35M in Q4 2025.
101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.