SWM
EMCB icon

Schwallier Wealth Management’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Schwallier Wealth 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 		$1.6M Buy
+24,454
New +$1.63M 1.17% 15

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
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 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
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

Schwallier Wealth Management's EMCB Position: Q1 2026 in Review

Schwallier Wealth Management opened a new position in WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q1 2026: 24,454 shares worth $1.6M. The stake represents 1.17% of the portfolio and ranks #15 among its holdings.

35 funds tracked by Wall St. Rank hold EMCB as of Q1 2026.

  • Schwallier Wealth Management held 24,454 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $1.6M as of Q1 2026.
  • WisdomTree Emerging Markets Corporate Bond Fund was a new Schwallier Wealth Management position in Q1 2026.
  • WisdomTree Emerging Markets Corporate Bond Fund made up 1.17% of Schwallier Wealth Management's portfolio in Q1 2026, its #15 holding.
  • 35 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.