LPL Financial’s WisdomTree Emerging Markets Multifactor Fund EMMF Stock Holding History

LPL Financial’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	$12M	Sell	310,063 -17,620	-5%	-$656K	﹤0.01%	1970
2026 Q1	$10.8M	Buy	327,683 +40,246	+14%	+$1.37M	﹤0.01%	1931
2025 Q4	$9.07M	Buy	287,437 +16,557	+6%	+$518K	﹤0.01%	2023
2025 Q3	$8.29M	Buy	270,880 +60,558	+29%	+$1.79M	﹤0.01%	2049
2025 Q2	$6.07M	Buy	210,322 +122,816	+140%	+$3.36M	﹤0.01%	2156
2025 Q1	$2.32M	Buy	87,506 +15,041	+21%	+$401K	﹤0.01%	2814
2024 Q4	$1.94M	Buy	+72,465	New	+$2M	﹤0.01%	2891

Other funds holding EMMF

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

KAS

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

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

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

GCA

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UAG

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

LPL Financial's EMMF Position: Q2 2026 in Review

LPL Financial reduced its WisdomTree Emerging Markets Multifactor Fund (EMMF) stake by 5.4% in Q2 2026, selling an estimated $656K and leaving 310,063 shares worth $12M. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

LPL Financial first reported a position in EMMF in Q4 2024 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold EMMF as of Q2 2026.

LPL Financial held 310,063 shares of WisdomTree Emerging Markets Multifactor Fund worth $12M as of Q2 2026.
LPL Financial sold 17,620 WisdomTree Emerging Markets Multifactor Fund shares in Q2 2026, an estimated $656K.
WisdomTree Emerging Markets Multifactor Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1970 holding.
LPL Financial first reported a position in WisdomTree Emerging Markets Multifactor Fund in Q4 2024 and has held it in 7 quarters since.
29 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.