Carson Wealth (CWM LLC)
EMCB icon

Carson Wealth (CWM LLC)’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$2.82K Hold
43
– – ﹤0.01% 5196
2025
Q4 		$3K Hold
43
– – ﹤0.01% 4968
2025
Q3 		$3K Buy
+43
New +$2.86K ﹤0.01% 4890

Other funds holding EMCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SWM
Schwallier Wealth Management Grand Rapids, Michigan $158M AUM 16.81% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EMCB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its WisdomTree Emerging Markets Corporate Bond Fund (EMCB) position steady in Q1 2026 at 43 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #5196.

Carson Wealth (CWM LLC) first reported a position in EMCB in Q3 2025 and has held it in 3 quarters since. The position peaked at $3K in Q4 2025. 35 funds tracked by Wall St. Rank hold EMCB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 43 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $2.82K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its WisdomTree Emerging Markets Corporate Bond Fund share count unchanged in Q1 2026.
  • WisdomTree Emerging Markets Corporate Bond Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5196 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree Emerging Markets Corporate Bond Fund position peaked at $3K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.