PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s WisdomTree Emerging Markets Multifactor Fund EMMF Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio EMMF Stock Details EMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.13K	Buy	55 +1	+2%	+$37	﹤0.01%	499
2026 Q1	$1.81K	Hold	54	–	–	﹤0.01%	470
2025 Q4	$1.72K	Hold	54	–	–	﹤0.01%	477
2025 Q3	$1.66K	Buy	54 +1	+2%	+$30	﹤0.01%	494
2025 Q2	$1.55K	Hold	53	–	–	﹤0.01%	441
2025 Q1	$1.42K	Hold	53	–	–	﹤0.01%	427
2024 Q4	$1.42K	Buy	+53	New	+$1.46K	﹤0.01%	430

Other funds holding EMMF

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

UIM

Unified Investment Management Atlanta, Georgia $108M AUM 26.38% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

CVM

Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EMMF Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its WisdomTree Emerging Markets Multifactor Fund (EMMF) stake by 1.9% in Q2 2026, buying an estimated $37 and bringing the position to 55 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EMMF in Q4 2024 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold EMMF as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 55 shares of WisdomTree Emerging Markets Multifactor Fund worth $2.13K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1 WisdomTree Emerging Markets Multifactor Fund share in Q2 2026, an estimated $37.
WisdomTree Emerging Markets Multifactor Fund made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #499 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WisdomTree Emerging Markets Multifactor Fund in Q4 2024 and has held it in 7 quarters since.
16 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.