JWCA
EDF

J.W. Cole Advisors’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

J.W. Cole Advisors’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95M Buy
+348,927
New +$1.85M 0.03% 507
2026
Q1 		– Sell
-364,258
Closed -$1.81M – 935
2025
Q4 		$1.81M Sell
364,258
-31,122
-8% -$153K 0.04% 423
2025
Q3 		$2M Buy
395,380
+20,631
+6% +$105K 0.04% 450
2025
Q2 		$1.89M Buy
374,749
+8,724
+2% +$42.4K 0.04% 430
2025
Q1 		$1.85M Buy
366,025
+105,351
+40% +$536K 0.06% 343
2024
Q4 		$1.23M Buy
260,674
+86,420
+50% +$432K 0.05% 353
2024
Q3 		$913K Buy
174,254
+104,181
+149% +$546K 0.04% 417
2024
Q2 		$369K Buy
70,073
+48,408
+223% +$261K 0.02% 626
2024
Q1 		$117K Buy
21,665
+9,483
+78% +$44.6K 0.01% 853
2023
Q4 		$52.5K Buy
+12,182
New +$50.2K ﹤0.01% 804

Other funds holding EDF

EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
MAG
M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

J.W. Cole Advisors's EDF Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q2 2026: 348,927 shares worth $1.95M. The stake represents 0.03% of the portfolio and ranks #507 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in EDF as recently as Q4 2025.

J.W. Cole Advisors first reported a position in EDF in Q4 2023 and has held it in 10 quarters since. The position peaked at $2M in Q3 2025. 12 funds tracked by Wall St. Rank hold EDF as of Q2 2026.

  • J.W. Cole Advisors held 348,927 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $1.95M as of Q2 2026.
  • Virtus Stone Harbor Emerging Markets Income Fund was a new J.W. Cole Advisors position in Q2 2026.
  • Virtus Stone Harbor Emerging Markets Income Fund made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #507 holding.
  • J.W. Cole Advisors first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2023 and has held it in 10 quarters since.
  • J.W. Cole Advisors's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $2M in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.