Cape Investment Advisory’s WisdomTree Emerging Markets Multifactor Fund EMMF Stock Holding History

Cape Investment Advisory’s Portfolio EMMF Stock Details EMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.73K	Buy	+200	New	+$7.45K	﹤0.01%	927
2026 Q1	–	Sell	-200	Closed	-$6.31K	–	484
2025 Q4	$6.31K	Hold	200	–	–	﹤0.01%	860
2025 Q3	$6.12K	Hold	200	–	–	0.01%	484
2025 Q2	$5.77K	Hold	200	–	–	﹤0.01%	732
2025 Q1	$5.31K	Hold	200	–	–	﹤0.01%	732
2024 Q4	$5.34K	Buy	+200	New	+$5.51K	﹤0.01%	722

Other funds holding EMMF

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

KAS

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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

UIM

Unified Investment Management Atlanta, Georgia $108M AUM 26.38% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

CVM

Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GJIA

Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return

Cape Investment Advisory's EMMF Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in WisdomTree Emerging Markets Multifactor Fund (EMMF) in Q2 2026: 200 shares worth $7.73K. The stake represents ﹤0.01% of the portfolio and ranks #927 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in EMMF as recently as Q4 2025.

Cape Investment Advisory first reported a position in EMMF in Q4 2024 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold EMMF as of Q2 2026.

Cape Investment Advisory held 200 shares of WisdomTree Emerging Markets Multifactor Fund worth $7.73K as of Q2 2026.
WisdomTree Emerging Markets Multifactor Fund was a new Cape Investment Advisory position in Q2 2026.
WisdomTree Emerging Markets Multifactor Fund made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #927 holding.
Cape Investment Advisory first reported a position in WisdomTree Emerging Markets Multifactor Fund in Q4 2024 and has held it in 6 quarters since.
14 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.