Concurrent Investment Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Concurrent Investment Advisors’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	$222K	Buy	+7,720	New	+$222K	﹤0.01%	1881

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

Concurrent Investment Advisors's ELD Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2026: 7,720 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1881 among its holdings.

63 funds tracked by Wall St. Rank hold ELD as of Q2 2026.

Concurrent Investment Advisors held 7,720 shares of WisdomTree Emerging Markets Local Debt Fund worth $222K as of Q2 2026.
WisdomTree Emerging Markets Local Debt Fund was a new Concurrent Investment Advisors position in Q2 2026.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1881 holding.
63 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.