EWM
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Evolution Wealth Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Evolution Wealth Management’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 		$47K Sell
1,636
-140
-8% -$4.03K 0.03% 327
2026
Q1 		$49.4K Hold
1,776
– – 0.04% 280
2025
Q4 		$51.9K Sell
1,776
-1,042
-37% -$30K 0.04% 238
2025
Q3 		$81K Sell
2,818
-664
-19% -$18.8K 0.08% 162
2025
Q2 		$97.4K Buy
+3,482
New +$94.3K 0.12% 122

Other funds holding ELD

Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IP
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evolution Wealth Management's ELD Position: Q2 2026 in Review

Evolution Wealth Management reduced its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 7.9% in Q2 2026, selling an estimated $4.03K and leaving 1,636 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #327.

Evolution Wealth Management first reported a position in ELD in Q2 2025 and has held it in 5 quarters since. The position peaked at $97.4K in Q2 2025. 63 funds tracked by Wall St. Rank hold ELD as of Q2 2026.

  • Evolution Wealth Management held 1,636 shares of WisdomTree Emerging Markets Local Debt Fund worth $47K as of Q2 2026.
  • Evolution Wealth Management sold 140 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2026, an estimated $4.03K.
  • WisdomTree Emerging Markets Local Debt Fund made up 0.03% of Evolution Wealth Management's portfolio in Q2 2026, its #327 holding.
  • Evolution Wealth Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $97.4K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.