Integrated Wealth Concepts’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Integrated Wealth Concepts’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 Q1	$14.2M	Buy	216,976 +37,631	+21%	+$2.52M	0.11%	187
2025 Q4	$11.9M	Buy	179,345 +9,773	+6%	+$654K	0.14%	143
2025 Q3	$11.4M	Buy	169,572 +35,273	+26%	+$2.35M	0.1%	190
2025 Q2	$8.86M	Buy	134,299 +6,540	+5%	+$425K	0.09%	211
2025 Q1	$8.36M	Sell	127,759 -49,577	-28%	-$3.24M	0.1%	203
2024 Q4	$11.5M	Buy	177,336 +9,440	+6%	+$622K	0.13%	150
2024 Q3	$11.2M	Buy	167,896 +61,863	+58%	+$4.07M	0.14%	154
2024 Q2	$6.82M	Buy	+106,033	New	+$6.82M	0.09%	214

Other funds holding EMCB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

KAS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SWM

Schwallier Wealth Management Grand Rapids, Michigan $137M AUM 10.61% 1-Year Est. Return

MNBTD

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

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Integrated Wealth Concepts's EMCB Position: Q1 2026 in Review

Integrated Wealth Concepts increased its WisdomTree Emerging Markets Corporate Bond Fund (EMCB) stake by 21% in Q1 2026, buying an estimated $2.52M and bringing the position to 216,976 shares worth $14.2M. The position accounts for 0.11% of the portfolio, ranked #187.

Integrated Wealth Concepts first reported a position in EMCB in Q2 2024 and has held it in 8 quarters since. 35 funds tracked by Wall St. Rank hold EMCB as of Q1 2026.

Integrated Wealth Concepts held 216,976 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $14.2M as of Q1 2026.
Integrated Wealth Concepts bought 37,631 WisdomTree Emerging Markets Corporate Bond Fund shares in Q1 2026, an estimated $2.52M.
WisdomTree Emerging Markets Corporate Bond Fund made up 0.11% of Integrated Wealth Concepts's portfolio in Q1 2026, its #187 holding.
Integrated Wealth Concepts first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q2 2024 and has held it in 8 quarters since.
35 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.