Carson Wealth (CWM LLC)
EMMF icon

Carson Wealth (CWM LLC)’s WisdomTree Emerging Markets Multifactor Fund EMMF Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$10.7M Buy
322,839
+73,152
+29% +$2.48M 0.03% 526
2025
Q4 		$7.88M Buy
249,687
+124,372
+99% +$3.89M 0.02% 599
2025
Q3 		$3.83M Buy
125,315
+46,185
+58% +$1.37M 0.01% 830
2025
Q2 		$2.28M Buy
+79,130
New +$2.16M 0.01% 902

Other funds holding EMMF

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 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
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its WisdomTree Emerging Markets Multifactor Fund (EMMF) stake by 29% in Q1 2026, buying an estimated $2.48M and bringing the position to 322,839 shares worth $10.7M. The position accounts for 0.03% of the portfolio, ranked #526.

Carson Wealth (CWM LLC) first reported a position in EMMF in Q2 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold EMMF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 322,839 shares of WisdomTree Emerging Markets Multifactor Fund worth $10.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 73,152 WisdomTree Emerging Markets Multifactor Fund shares in Q1 2026, an estimated $2.48M.
  • WisdomTree Emerging Markets Multifactor Fund made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #526 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree Emerging Markets Multifactor Fund in Q2 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q1 2026.

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