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 Q2	$3.05K	Hold	106	–	–	﹤0.01%	619
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 $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

Elevated Capital Advisors's ELD Position: Q2 2026 in Review

Elevated Capital Advisors held its WisdomTree Emerging Markets Local Debt Fund (ELD) position steady in Q2 2026 at 106 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Elevated Capital Advisors first reported a position in ELD in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.83K in Q4 2025. 63 funds tracked by Wall St. Rank hold ELD as of Q2 2026.

Elevated Capital Advisors held 106 shares of WisdomTree Emerging Markets Local Debt Fund worth $3.05K as of Q2 2026.
Elevated Capital Advisors left its WisdomTree Emerging Markets Local Debt Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #619 holding.
Elevated Capital Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2025 and has held it in 3 quarters since.
Elevated Capital Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $4.83K in Q4 2025.
63 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.