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
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 $29.1B AUM 22.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IP
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

Evolution Wealth Management's ELD Position: Q1 2026 in Review

Evolution Wealth Management held its WisdomTree Emerging Markets Local Debt Fund (ELD) position steady in Q1 2026 at 1,776 shares worth $49.4K. The position accounts for 0.04% of the portfolio, ranked #280.

Evolution Wealth Management first reported a position in ELD in Q2 2025 and has held it in 4 quarters since. The position peaked at $97.4K in Q2 2025. 61 funds tracked by Wall St. Rank hold ELD as of Q1 2026.

  • Evolution Wealth Management held 1,776 shares of WisdomTree Emerging Markets Local Debt Fund worth $49.4K as of Q1 2026.
  • Evolution Wealth Management left its WisdomTree Emerging Markets Local Debt Fund share count unchanged in Q1 2026.
  • WisdomTree Emerging Markets Local Debt Fund made up 0.04% of Evolution Wealth Management's portfolio in Q1 2026, its #280 holding.
  • Evolution Wealth Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $97.4K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.