Pension & Wealth Management Advisors’s WisdomTree Emerging Markets Multifactor Fund EMMF Stock Holding History

Pension & Wealth Management Advisors’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 Q2	$2.13K	Buy	55 +1	+2%	+$37	﹤0.01%	499
2026 Q1	$1.81K	Hold	54	–	–	﹤0.01%	470
2025 Q4	$1.72K	Hold	54	–	–	﹤0.01%	477
2025 Q3	$1.66K	Buy	54 +1	+2%	+$30	﹤0.01%	494
2025 Q2	$1.55K	Hold	53	–	–	﹤0.01%	441
2025 Q1	$1.42K	Hold	53	–	–	﹤0.01%	427
2024 Q4	$1.42K	Buy	+53	New	+$1.46K	﹤0.01%	430

Other funds holding EMMF

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

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

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GCA

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pension & Wealth Management Advisors's EMMF Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its WisdomTree Emerging Markets Multifactor Fund (EMMF) stake by 1.9% in Q2 2026, buying an estimated $37 and bringing the position to 55 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Pension & Wealth Management Advisors first reported a position in EMMF in Q4 2024 and has held it in 7 quarters since. 30 funds tracked by Wall St. Rank hold EMMF as of Q2 2026.

Pension & Wealth Management Advisors held 55 shares of WisdomTree Emerging Markets Multifactor Fund worth $2.13K as of Q2 2026.
Pension & Wealth Management Advisors bought 1 WisdomTree Emerging Markets Multifactor Fund share in Q2 2026, an estimated $37.
WisdomTree Emerging Markets Multifactor Fund made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #499 holding.
Pension & Wealth Management Advisors first reported a position in WisdomTree Emerging Markets Multifactor Fund in Q4 2024 and has held it in 7 quarters since.
30 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.