Elevated Capital Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Elevated Capital 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 Q1	$2.96K	Sell	106 -59	-36%	-$1.73K	﹤0.01%	608
2025 Q4	$4.83K	Buy	+165	New	+$4.75K	﹤0.01%	531

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

Elevated Capital Advisors's ELD Position: Q1 2026 in Review

Elevated Capital Advisors reduced its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 36% in Q1 2026, selling an estimated $1.73K and leaving 106 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Elevated Capital Advisors first reported a position in ELD in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.83K in Q4 2025. 61 funds tracked by Wall St. Rank hold ELD as of Q1 2026.

Elevated Capital Advisors held 106 shares of WisdomTree Emerging Markets Local Debt Fund worth $2.96K as of Q1 2026.
Elevated Capital Advisors sold 59 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2026, an estimated $1.73K.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #608 holding.
Elevated Capital Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2025 and has held it in 2 quarters since.
Elevated Capital Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $4.83K in Q4 2025.
61 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.