Forum Finance Group’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Forum Finance Group’s Portfolio EMCB Stock Details EMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$200K	Hold	3,740	–	–	0.07%	151
2026 Q1	$196K	Buy	+3,740	New	+$250K	0.11%	129

Other funds holding EMCB

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return

KAS

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

TWA

Talisman Wealth Advisors Mountainside, New Jersey $134M AUM 23.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Forum Finance Group's EMCB Position: Q2 2026 in Review

Forum Finance Group held its WisdomTree Emerging Markets Corporate Bond Fund (EMCB) position steady in Q2 2026 at 3,740 shares worth $200K. The position accounts for 0.07% of the portfolio, ranked #151.

Forum Finance Group first reported a position in EMCB in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold EMCB as of Q2 2026.

Forum Finance Group held 3,740 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $200K as of Q2 2026.
Forum Finance Group left its WisdomTree Emerging Markets Corporate Bond Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets Corporate Bond Fund made up 0.07% of Forum Finance Group's portfolio in Q2 2026, its #151 holding.
Forum Finance Group first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q1 2026 and has held it in 2 quarters since.
34 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.