PWMAI
EMD

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q4 		– Sell
-9,448
Closed -$97.5K – 558
2025
Q3 		$97.5K Buy
9,448
+110
+1% +$1.13K 0.03% 213
2025
Q2 		$93.9K Buy
9,338
+1,427
+18% +$13.6K 0.03% 206
2025
Q1 		$78.2K Sell
7,911
-1,965
-20% -$19.3K 0.03% 216
2024
Q4 		$95K Sell
9,876
-32,413
-77% -$322K 0.04% 195
2024
Q3 		$431K Sell
42,289
-3,467
-8% -$34K 0.22% 64
2024
Q2 		$426K Buy
45,756
+4,468
+11% +$41.6K 0.24% 55
2024
Q1 		$397K Buy
41,288
+5,239
+15% +$48K 0.26% 62
2023
Q4 		$332K Sell
36,049
-7,934
-18% -$68K 0.21% 61
2023
Q3 		$365K Buy
43,983
+26,957
+158% +$238K 0.26% 52
2023
Q2 		$263K Sell
17,026
-6,111
-26% -$53K 0.19% 68
2023
Q1 		$199K Buy
23,137
+425
+2% +$3.88K 0.16% 79
2022
Q4 		$207K Buy
+22,712
New +$194K 0.18% 69

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EMD Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q4 2025, closing a stake of 9,448 shares — an estimated $97.5K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EMD in Q4 2022 and held it in 12 quarters. The position peaked at $431K in Q3 2024. 100 funds tracked by Wall St. Rank hold EMD as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Western Asset Emerging Markets Debt Fund position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 9,448 Western Asset Emerging Markets Debt Fund shares in Q4 2025, an estimated $97.5K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2022 and held it in 12 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Western Asset Emerging Markets Debt Fund position peaked at $431K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.