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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
Q2 		$11.7M Buy
176,935
+6,278
+4% +$416K 1.16% 22
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 $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWA
Talisman Wealth Advisors Mountainside, New Jersey $134M AUM 23.88% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Occidental Asset Management's EMCB Position: Q2 2026 in Review

Occidental Asset Management increased its WisdomTree Emerging Markets Corporate Bond Fund (EMCB) stake by 3.7% in Q2 2026, buying an estimated $416K and bringing the position to 176,935 shares worth $11.7M. The position accounts for 1.16% of the portfolio, ranked #22.

Occidental Asset Management first reported a position in EMCB in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold EMCB as of Q2 2026.

  • Occidental Asset Management held 176,935 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $11.7M as of Q2 2026.
  • Occidental Asset Management bought 6,278 WisdomTree Emerging Markets Corporate Bond Fund shares in Q2 2026, an estimated $416K.
  • WisdomTree Emerging Markets Corporate Bond Fund made up 1.16% of Occidental Asset Management's portfolio in Q2 2026, its #22 holding.
  • Occidental Asset Management first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q3 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.