NW
EDF

Naviter Wealth’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Naviter Wealth’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
2025
Q3 		– Sell
-18,608
Closed -$94K – 263
2025
Q2 		$94K Hold
18,608
– – 0.01% 272
2025
Q1 		$93.6K Hold
18,608
– – 0.01% 262
2024
Q4 		$87.5K Buy
+18,608
New +$93.1K 0.01% 273

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Naviter Wealth's EDF Position: Q3 2025 in Review

Naviter Wealth sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q3 2025, closing a stake of 18,608 shares — an estimated $94K sold.

Naviter Wealth first reported a position in EDF in Q4 2024 and held it in 3 quarters. The position peaked at $94K in Q2 2025. 40 funds tracked by Wall St. Rank hold EDF as of Q3 2025.

  • Naviter Wealth reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q3 2025 after selling out during the quarter.
  • Naviter Wealth sold 18,608 Virtus Stone Harbor Emerging Markets Income Fund shares in Q3 2025, an estimated $94K.
  • Naviter Wealth first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2024 and held it in 3 quarters.
  • Naviter Wealth's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $94K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q3 2025.

Based on Naviter Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.