ATX Financial Planning’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

ATX Financial Planning’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	–	Sell	-5,101	Closed	-$339K	–	87
2025 Q4	$339K	Buy	+5,101	New	+$341K	0.26%	69

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

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 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

ATX Financial Planning's EMCB Position: Q1 2026 in Review

ATX Financial Planning sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q1 2026, closing a stake of 5,101 shares — an estimated $339K sold.

ATX Financial Planning first reported a position in EMCB in Q4 2025 and held it in 1 quarter. The position peaked at $339K in Q4 2025. 35 funds tracked by Wall St. Rank hold EMCB as of Q1 2026.

ATX Financial Planning reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q1 2026 after selling out during the quarter.
ATX Financial Planning sold 5,101 WisdomTree Emerging Markets Corporate Bond Fund shares in Q1 2026, an estimated $339K.
ATX Financial Planning first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q4 2025 and held it in 1 quarter.
ATX Financial Planning's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $339K in Q4 2025.
35 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2026.

Based on ATX Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.