Betterment LLC’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Betterment LLC’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 Q2	$239K	Buy	8,337 +370	+5%	+$10.7K	﹤0.01%	629
2026 Q1	$222K	Buy	7,967 +483	+6%	+$14.1K	﹤0.01%	590
2025 Q4	$219K	Sell	7,484 -44	-0.6%	-$1.27K	﹤0.01%	538
2025 Q3	$216K	Sell	7,528 -10	-0.1%	-$283	﹤0.01%	506
2025 Q2	$211K	Sell	7,538 -447	-6%	-$12.1K	﹤0.01%	489
2025 Q1	$214K	Buy	+7,985	New	+$209K	﹤0.01%	450
2023 Q1	–	Sell	-7,954	Closed	-$205K	–	269
2022 Q4	$205K	Buy	+7,954	New	+$199K	﹤0.01%	248
2022 Q2	–	Sell	-7,443	Closed	-$208K	–	226
2022 Q1	$208K	Buy	+7,443	New	+$216K	﹤0.01%	222

Other funds holding ELD

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

KAS

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Betterment LLC's ELD Position: Q2 2026 in Review

Betterment LLC increased its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 4.6% in Q2 2026, buying an estimated $10.7K and bringing the position to 8,337 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Betterment LLC first reported a position in ELD in Q1 2022 and has held it in 8 quarters since. 63 funds tracked by Wall St. Rank hold ELD as of Q2 2026.

Betterment LLC held 8,337 shares of WisdomTree Emerging Markets Local Debt Fund worth $239K as of Q2 2026.
Betterment LLC bought 370 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2026, an estimated $10.7K.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #629 holding.
Betterment LLC first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2022 and has held it in 8 quarters since.
63 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.