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 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 $29.1B AUM 22.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

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

AFA

AllGen Financial Advisors Orlando, Florida $421M AUM 14.16% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Capital Analysts LLC's ELD Position: Q1 2026 in Review

Capital Analysts LLC opened a new position in WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2026: 14,305 shares worth $398K. The stake represents 0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in ELD as recently as Q2 2018.

Capital Analysts LLC first reported a position in ELD in Q4 2014 and has held it in 11 quarters since. 61 funds tracked by Wall St. Rank hold ELD as of Q1 2026.

Capital Analysts LLC held 14,305 shares of WisdomTree Emerging Markets Local Debt Fund worth $398K as of Q1 2026.
WisdomTree Emerging Markets Local Debt Fund was a new Capital Analysts LLC position in Q1 2026.
WisdomTree Emerging Markets Local Debt Fund made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #497 holding.
Capital Analysts LLC first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2014 and has held it in 11 quarters since.
61 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.