EverSource Wealth Advisors’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

EverSource Wealth Advisors’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	$3.96K	Buy	61 +1	+2%	+$67	﹤0.01%	3365
2025 Q4	$3.97K	Buy	60 +1	+2%	+$67	﹤0.01%	3208
2025 Q3	$3.95K	Buy	59 +1	+2%	+$67	﹤0.01%	3256
2025 Q2	$3.83K	Buy	58 +1	+2%	+$65	﹤0.01%	3265
2025 Q1	$3.75K	Hold	57	–	–	﹤0.01%	2636
2024 Q4	$3.67K	Sell	57 -1	-2%	-$66	﹤0.01%	2476
2024 Q3	$3.85K	Buy	58 +1	+2%	+$66	﹤0.01%	2336
2024 Q2	$3.75K	Buy	57 +1	+2%	+$64	﹤0.01%	2319
2024 Q1	$3.58K	Hold	56	–	–	﹤0.01%	2194
2023 Q4	$3.55K	Buy	56 +1	+2%	+$62	﹤0.01%	1992
2023 Q3	$3.36K	Buy	55 +1	+2%	+$62	﹤0.01%	1852
2023 Q2	$3.37K	Sell	54 -27	-33%	-$1.68K	﹤0.01%	1883
2023 Q1	$5.04K	Hold	81	–	–	﹤0.01%	1640
2022 Q4	$5.01K	Hold	81	–	–	﹤0.01%	1596
2022 Q3	$5K	Hold	81	–	–	﹤0.01%	1362
2022 Q2	$5K	Hold	81	–	–	﹤0.01%	1252
2022 Q1	$5K	Buy	81 +27	+50%	+$1.87K	﹤0.01%	1236
2021 Q4	$4K	Buy	+54	New	+$4.02K	﹤0.01%	1322

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

EverSource Wealth Advisors's EMCB Position: Q1 2026 in Review

EverSource Wealth Advisors increased its WisdomTree Emerging Markets Corporate Bond Fund (EMCB) stake by 1.7% in Q1 2026, buying an estimated $67 and bringing the position to 61 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3365.

EverSource Wealth Advisors first reported a position in EMCB in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.04K in Q1 2023. 35 funds tracked by Wall St. Rank hold EMCB as of Q1 2026.

EverSource Wealth Advisors held 61 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $3.96K as of Q1 2026.
EverSource Wealth Advisors bought 1 WisdomTree Emerging Markets Corporate Bond Fund share in Q1 2026, an estimated $67.
WisdomTree Emerging Markets Corporate Bond Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3365 holding.
EverSource Wealth Advisors first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $5.04K in Q1 2023.
35 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.