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

Capital Analysts 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	$431K	Buy	15,025 +720	+5%	+$20.7K	0.01%	518
2026 Q1	$398K	Buy	+14,305	New	+$419K	0.01%	497
2018 Q3	–	Sell	-585	Closed	-$20K	–	578
2018 Q2	$20K	Hold	585	–	–	﹤0.01%	403
2018 Q1	$23K	Buy	585 +215	+58%	+$8.44K	﹤0.01%	380
2017 Q4	$14K	Hold	370	–	–	﹤0.01%	377
2017 Q3	$14K	Hold	370	–	–	﹤0.01%	364
2017 Q2	$14K	Hold	370	–	–	﹤0.01%	364
2017 Q1	$13.9K	Buy	+370	New	+$13.6K	﹤0.01%	320
2015 Q4	–	Sell	-1,205	Closed	-$41.8K	–	387
2015 Q3	$41.8K	Buy	1,205 +190	+19%	+$6.97K	0.01%	296
2015 Q2	$39.5K	Hold	1,015	–	–	0.01%	308
2015 Q1	$40.3K	Buy	1,015 +825	+434%	+$33.6K	0.01%	303
2014 Q4	$7.9K	Buy	+190	New	+$8.29K	﹤0.01%	355

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

Capital Analysts LLC's ELD Position: Q2 2026 in Review

Capital Analysts LLC increased its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 5% in Q2 2026, buying an estimated $20.7K and bringing the position to 15,025 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #518.

Capital Analysts LLC first reported a position in ELD in Q4 2014 and has held it in 12 quarters since. 63 funds tracked by Wall St. Rank hold ELD as of Q2 2026.

Capital Analysts LLC held 15,025 shares of WisdomTree Emerging Markets Local Debt Fund worth $431K as of Q2 2026.
Capital Analysts LLC bought 720 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2026, an estimated $20.7K.
WisdomTree Emerging Markets Local Debt Fund made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #518 holding.
Capital Analysts LLC first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2014 and has held it in 12 quarters since.
63 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.