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Occidental Asset Management’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Occidental Asset Management’s Portfolio EMCB Stock Details EMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.2M Buy
170,657
+32,042
+23% +$2.14M 1.32% 19
2025
Q4 		$9.21M Buy
138,615
+9,903
+8% +$663K 1.11% 21
2025
Q3 		$8.62M Buy
+128,712
New +$8.56M 1.08% 20

Other funds holding EMCB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SWM
Schwallier Wealth Management Grand Rapids, Michigan $137M AUM 10.61% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Occidental Asset Management's EMCB Position: Q1 2026 in Review

Occidental Asset Management increased its WisdomTree Emerging Markets Corporate Bond Fund (EMCB) stake by 23% in Q1 2026, buying an estimated $2.14M and bringing the position to 170,657 shares worth $11.2M. The position accounts for 1.32% of the portfolio, ranked #19.

Occidental Asset Management first reported a position in EMCB in Q3 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold EMCB as of Q1 2026.

  • Occidental Asset Management held 170,657 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $11.2M as of Q1 2026.
  • Occidental Asset Management bought 32,042 WisdomTree Emerging Markets Corporate Bond Fund shares in Q1 2026, an estimated $2.14M.
  • WisdomTree Emerging Markets Corporate Bond Fund made up 1.32% of Occidental Asset Management's portfolio in Q1 2026, its #19 holding.
  • Occidental Asset Management first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q3 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.