EPW
EMD

Evolve Private Wealth’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Evolve Private Wealth’s Portfolio EMD Stock Details EMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$114K Hold
11,632
– – 0.01% 974
2025
Q4 		$124K Buy
+11,632
New +$122K 0.01% 905

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Evolve Private Wealth's EMD Position: Q1 2026 in Review

Evolve Private Wealth held its Western Asset Emerging Markets Debt Fund (EMD) position steady in Q1 2026 at 11,632 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #974.

Evolve Private Wealth first reported a position in EMD in Q4 2025 and has held it in 2 quarters since. The position peaked at $124K in Q4 2025. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

  • Evolve Private Wealth held 11,632 shares of Western Asset Emerging Markets Debt Fund worth $114K as of Q1 2026.
  • Evolve Private Wealth left its Western Asset Emerging Markets Debt Fund share count unchanged in Q1 2026.
  • Western Asset Emerging Markets Debt Fund made up 0.01% of Evolve Private Wealth's portfolio in Q1 2026, its #974 holding.
  • Evolve Private Wealth first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Western Asset Emerging Markets Debt Fund position peaked at $124K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.