Northwest Capital Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Northwest Capital Management’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
2025 Q3	–	Sell	-1	Closed	-$28	–	275
2025 Q2	$28	Sell	1 -1,650	-100%	-$44.7K	﹤0.01%	351
2025 Q1	$44.2K	Hold	1,651	–	–	0.02%	197
2024 Q4	$41.9K	Hold	1,651	–	–	0.02%	199
2024 Q3	$46.1K	Sell	1,651 -17	-1%	-$461	0.02%	198
2024 Q2	$44K	Hold	1,668	–	–	0.02%	190
2024 Q1	$45.7K	Hold	1,668	–	–	0.01%	230
2023 Q4	$46.8K	Hold	1,668	–	–	0.02%	223
2023 Q3	$43.8K	Sell	1,668 -1	-0.1%	-$27	0.02%	219
2023 Q2	$46K	Buy	+1,669	New	+$45.4K	0.02%	215

Other funds holding ELD

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northwest Capital Management's ELD Position: Q3 2025 in Review

Northwest Capital Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2025, closing a stake of 1 share — an estimated $28 sold.

Northwest Capital Management first reported a position in ELD in Q2 2023 and held it in 9 quarters. The position peaked at $46.8K in Q4 2023. 46 funds tracked by Wall St. Rank hold ELD as of Q3 2025.

Northwest Capital Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2025 after selling out during the quarter.
Northwest Capital Management sold 1 WisdomTree Emerging Markets Local Debt Fund share in Q3 2025, an estimated $28.
Northwest Capital Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2023 and held it in 9 quarters.
Northwest Capital Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $46.8K in Q4 2023.
46 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.