CAWM
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Capital A Wealth Management’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$15.3K Buy
+239
New +$15.5K 0.17% 165
2025
Q1 		– Sell
-9
Closed -$584 – 768
2024
Q4 		$584 Buy
+9
New +$593 ﹤0.01% 640

Other funds holding EMCB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Capital A Wealth Management's EMCB Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q2 2025: 239 shares worth $15.3K. The stake represents 0.17% of the portfolio and ranks #165 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in EMCB as recently as Q4 2024.

Capital A Wealth Management first reported a position in EMCB in Q4 2024 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold EMCB as of Q2 2025.

  • Capital A Wealth Management held 239 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $15.3K as of Q2 2025.
  • WisdomTree Emerging Markets Corporate Bond Fund was a new Capital A Wealth Management position in Q2 2025.
  • WisdomTree Emerging Markets Corporate Bond Fund made up 0.17% of Capital A Wealth Management's portfolio in Q2 2025, its #165 holding.
  • Capital A Wealth Management first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q4 2024 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.