Osaic Holdings’s WisdomTree Emerging Markets Multifactor Fund EMMF Stock Holding History

Osaic Holdings’s Portfolio EMMF Stock Details EMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$803K	Buy	24,241 +9,934	+69%	+$337K	﹤0.01%	2913
2025 Q4	$451K	Sell	14,307 -2,377	-14%	-$74.3K	﹤0.01%	3427
2025 Q3	$493K	Buy	16,684 +4,006	+32%	+$118K	﹤0.01%	3432
2025 Q2	$366K	Buy	12,678 +4,718	+59%	+$129K	﹤0.01%	3424
2025 Q1	$211K	Buy	7,960 +3,579	+82%	+$95.5K	﹤0.01%	3586
2024 Q4	$117K	Buy	4,381 +327	+8%	+$9.01K	﹤0.01%	4056
2024 Q3	$115K	Buy	4,054 +157	+4%	+$4.37K	﹤0.01%	4126
2024 Q2	$108K	Buy	3,897 +99	+3%	+$2.65K	﹤0.01%	4072
2024 Q1	$99.8K	Buy	+3,798	New	+$96.2K	﹤0.01%	4253
2021 Q4	–	Sell	-500	Closed	-$13K	–	7424
2021 Q3	$13K	Hold	500	–	–	﹤0.01%	6045
2021 Q2	$13K	Hold	500	–	–	﹤0.01%	5901
2021 Q1	$13K	Hold	500	–	–	﹤0.01%	5736
2020 Q4	$12K	Hold	500	–	–	﹤0.01%	5428
2020 Q3	$11K	Hold	500	–	–	﹤0.01%	5211
2020 Q2	$10K	Buy	+500	New	+$9.63K	﹤0.01%	5171

Other funds holding EMMF

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings's EMMF Position: Q1 2026 in Review

Osaic Holdings increased its WisdomTree Emerging Markets Multifactor Fund (EMMF) stake by 69% in Q1 2026, buying an estimated $337K and bringing the position to 24,241 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

Osaic Holdings first reported a position in EMMF in Q2 2020 and has held it in 15 quarters since. 30 funds tracked by Wall St. Rank hold EMMF as of Q1 2026.

Osaic Holdings held 24,241 shares of WisdomTree Emerging Markets Multifactor Fund worth $803K as of Q1 2026.
Osaic Holdings bought 9,934 WisdomTree Emerging Markets Multifactor Fund shares in Q1 2026, an estimated $337K.
WisdomTree Emerging Markets Multifactor Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2913 holding.
Osaic Holdings first reported a position in WisdomTree Emerging Markets Multifactor Fund in Q2 2020 and has held it in 15 quarters since.
30 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.