Envestnet Asset Management’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Envestnet Asset Management’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	$487K	Sell	7,433 -947	-11%	-$63.3K	﹤0.01%	3954
2025 Q4	$557K	Sell	8,380 -418	-5%	-$28K	﹤0.01%	3632
2025 Q3	$589K	Sell	8,798 -49	-0.6%	-$3.26K	﹤0.01%	3635
2025 Q2	$583K	Sell	8,847 -1,124	-11%	-$73K	﹤0.01%	3590
2025 Q1	$652K	Sell	9,971 -337	-3%	-$22K	﹤0.01%	3456
2024 Q4	$669K	Sell	10,308 -2,718	-21%	-$179K	﹤0.01%	3414
2024 Q3	$869K	Sell	13,026 -3,481	-21%	-$229K	﹤0.01%	3209
2024 Q2	$1.06M	Sell	16,507 -893	-5%	-$57.4K	﹤0.01%	3002
2024 Q1	$1.13M	Sell	17,400 -7,588	-30%	-$487K	﹤0.01%	2955
2023 Q4	$1.6M	Buy	24,988 +7,892	+46%	+$490K	﹤0.01%	2604
2023 Q3	$1.05M	Sell	17,096 -1,423	-8%	-$88.6K	﹤0.01%	2778
2023 Q2	$1.15M	Buy	18,519 +772	+4%	+$48.1K	﹤0.01%	2642
2023 Q1	$1.11M	Sell	17,747 -2,923	-14%	-$183K	﹤0.01%	2598
2022 Q4	$1.28M	Buy	20,670 +705	+4%	+$42.4K	﹤0.01%	2466
2022 Q3	$1.17M	Buy	19,965 +2,239	+13%	+$137K	﹤0.01%	2437
2022 Q2	$1.08M	Sell	17,726 -885	-5%	-$55.9K	﹤0.01%	2532
2022 Q1	$1.23M	Buy	18,611 +3,523	+23%	+$245K	﹤0.01%	2513
2021 Q4	$1.12M	Sell	15,088 -8,055	-35%	-$599K	﹤0.01%	2563
2021 Q3	$1.75M	Buy	23,143 +4,536	+24%	+$345K	﹤0.01%	2172
2021 Q2	$1.42M	Buy	+18,607	New	+$1.41M	﹤0.01%	2296
2021 Q1	–	Sell	-4,759	Closed	-$366K	–	3525
2020 Q4	$366K	Buy	+4,759	New	+$358K	﹤0.01%	2821
2014 Q4	–	Sell	-8,281	Closed	-$631K	–	2550
2014 Q3	$631K	Sell	8,281 -425	-5%	-$33K	0.01%	709
2014 Q2	$681K	Buy	+8,706	New	+$664K	0.01%	678
2014 Q1	–	Sell	-415	Closed	-$31K	–	2568
2013 Q4	$31K	Buy	415 +114	+38%	+$8.56K	﹤0.01%	1379
2013 Q3	$22K	Buy	301 +172	+133%	+$12.7K	﹤0.01%	1444
2013 Q2	$9K	Buy	+129	New	+$10.1K	﹤0.01%	1692

Other funds holding EMCB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SWM

Schwallier Wealth Management Grand Rapids, Michigan $137M AUM 10.61% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Envestnet Asset Management's EMCB Position: Q1 2026 in Review

Envestnet Asset Management reduced its WisdomTree Emerging Markets Corporate Bond Fund (EMCB) stake by 11% in Q1 2026, selling an estimated $63.3K and leaving 7,433 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #3954.

Envestnet Asset Management first reported a position in EMCB in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.75M in Q3 2021. 35 funds tracked by Wall St. Rank hold EMCB as of Q1 2026.

Envestnet Asset Management held 7,433 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $487K as of Q1 2026.
Envestnet Asset Management sold 947 WisdomTree Emerging Markets Corporate Bond Fund shares in Q1 2026, an estimated $63.3K.
WisdomTree Emerging Markets Corporate Bond Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3954 holding.
Envestnet Asset Management first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q2 2013 and has held it in 26 quarters since.
Envestnet Asset Management's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $1.75M in Q3 2021.
35 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.