Maridea Wealth Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Maridea Wealth Management’s Portfolio EMD Stock Details EMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-14,052	Closed	-$149K	–	473
2025 Q4	$149K	Sell	14,052 -35,428	-72%	-$373K	0.02%	396
2025 Q3	$516K	Sell	49,480 -1,089	-2%	-$11.2K	0.08%	242
2025 Q2	$508K	Buy	50,569 +889	+2%	+$8.46K	0.13%	151
2025 Q1	$491K	Sell	49,680 -174	-0.3%	-$1.71K	0.16%	123
2024 Q4	$480K	Buy	+49,854	New	+$495K	0.15%	116

Other funds holding EMD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Maridea Wealth Management's EMD Position: Q1 2026 in Review

Maridea Wealth Management sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2026, closing a stake of 14,052 shares — an estimated $149K sold.

Maridea Wealth Management first reported a position in EMD in Q4 2024 and held it in 5 quarters. The position peaked at $516K in Q3 2025. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

Maridea Wealth Management reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2026 after selling out during the quarter.
Maridea Wealth Management sold 14,052 Western Asset Emerging Markets Debt Fund shares in Q1 2026, an estimated $149K.
Maridea Wealth Management first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2024 and held it in 5 quarters.
Maridea Wealth Management's Western Asset Emerging Markets Debt Fund position peaked at $516K in Q3 2025.
101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.