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 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Tidemark San Diego, California $393M AUM 16.18% 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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GCA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial's EMMF Position: Q1 2026 in Review

LPL Financial increased its WisdomTree Emerging Markets Multifactor Fund (EMMF) stake by 14% in Q1 2026, buying an estimated $1.37M and bringing the position to 327,683 shares worth $10.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

LPL Financial first reported a position in EMMF in Q4 2024 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold EMMF as of Q1 2026.

LPL Financial held 327,683 shares of WisdomTree Emerging Markets Multifactor Fund worth $10.8M as of Q1 2026.
LPL Financial bought 40,246 WisdomTree Emerging Markets Multifactor Fund shares in Q1 2026, an estimated $1.37M.
WisdomTree Emerging Markets Multifactor Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1931 holding.
LPL Financial first reported a position in WisdomTree Emerging Markets Multifactor Fund in Q4 2024 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.