LPL Financial
XC icon

LPL Financial’s WisdomTree True Emerging Markets Fund XC Stock Holding History

LPL Financial’s Portfolio XC Stock Details XC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.62M Buy
208,967
+48,658
+30% +$1.56M ﹤0.01% 2534
2026
Q1 		$5M Buy
160,309
+29,683
+23% +$977K ﹤0.01% 2623
2025
Q4 		$4.24M Sell
130,626
-10,276
-7% -$354K ﹤0.01% 2677
2025
Q3 		$4.88M Buy
140,902
+10,087
+8% +$346K ﹤0.01% 2478
2025
Q2 		$4.5M Sell
130,815
-22,519
-15% -$710K ﹤0.01% 2406
2025
Q1 		$4.56M Buy
153,334
+29,263
+24% +$896K ﹤0.01% 2230
2024
Q4 		$3.81M Buy
124,071
+42,410
+52% +$1.36M ﹤0.01% 2294
2024
Q3 		$2.69M Buy
81,661
+29,640
+57% +$967K ﹤0.01% 2452
2024
Q2 		$1.67M Buy
+52,021
New +$1.61M ﹤0.01% 2773

Other funds holding XC

OC
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
TI
tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
V
Viaable Wayne, Pennsylvania $121M AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial's XC Position: Q2 2026 in Review

LPL Financial increased its WisdomTree True Emerging Markets Fund (XC) stake by 30% in Q2 2026, buying an estimated $1.56M and bringing the position to 208,967 shares worth $6.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2534.

LPL Financial first reported a position in XC in Q2 2024 and has held it in 9 quarters since. 29 funds tracked by Wall St. Rank hold XC as of Q2 2026.

  • LPL Financial held 208,967 shares of WisdomTree True Emerging Markets Fund worth $6.62M as of Q2 2026.
  • LPL Financial bought 48,658 WisdomTree True Emerging Markets Fund shares in Q2 2026, an estimated $1.56M.
  • WisdomTree True Emerging Markets Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2534 holding.
  • LPL Financial first reported a position in WisdomTree True Emerging Markets Fund in Q2 2024 and has held it in 9 quarters since.
  • 29 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q2 2026.

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