McCarley & Cook Financial Planners’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

McCarley & Cook Financial Planners’s Portfolio ELD Stock Details ELD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$155K	Buy	5,564 +84	+2%	+$2.41K	0.12%	61
2026 Q2	$157K	Buy	5,480 +83	+2%	+$2.39K	0.12%	60
2026 Q1	$150K	Buy	+5,397	New	+$158K	0.13%	60

Other funds holding ELD

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

McCarley & Cook Financial Planners's ELD Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 1.5% in Q3 2026, buying an estimated $2.41K and bringing the position to 5,564 shares worth $155K. The position accounts for 0.12% of the portfolio, ranked #61.

McCarley & Cook Financial Planners first reported a position in ELD in Q1 2026 and has held it in 3 quarters since. The position peaked at $157K in Q2 2026. 12 funds tracked by Wall St. Rank hold ELD as of Q3 2026.

McCarley & Cook Financial Planners held 5,564 shares of WisdomTree Emerging Markets Local Debt Fund worth $155K as of Q3 2026.
McCarley & Cook Financial Planners bought 84 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2026, an estimated $2.41K.
WisdomTree Emerging Markets Local Debt Fund made up 0.12% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #61 holding.
McCarley & Cook Financial Planners first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2026 and has held it in 3 quarters since.
McCarley & Cook Financial Planners's WisdomTree Emerging Markets Local Debt Fund position peaked at $157K in Q2 2026.
12 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.