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 Q2	$281K	Sell	4,243 -20,211	-83%	-$1.34M	0.18%	59
2026 Q1	$1.6M	Buy	+24,454	New	+$1.63M	1.17%	15

Other funds holding EMCB

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

OAM

Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return

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 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

Schwallier Wealth Management's EMCB Position: Q2 2026 in Review

Schwallier Wealth Management reduced its WisdomTree Emerging Markets Corporate Bond Fund (EMCB) stake by 83% in Q2 2026, selling an estimated $1.34M and leaving 4,243 shares worth $281K. The position accounts for 0.18% of the portfolio, ranked #59.

Schwallier Wealth Management first reported a position in EMCB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.6M in Q1 2026. 34 funds tracked by Wall St. Rank hold EMCB as of Q2 2026.

Schwallier Wealth Management held 4,243 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $281K as of Q2 2026.
Schwallier Wealth Management sold 20,211 WisdomTree Emerging Markets Corporate Bond Fund shares in Q2 2026, an estimated $1.34M.
WisdomTree Emerging Markets Corporate Bond Fund made up 0.18% of Schwallier Wealth Management's portfolio in Q2 2026, its #59 holding.
Schwallier Wealth Management first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q1 2026 and has held it in 2 quarters since.
Schwallier Wealth Management's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $1.6M in Q1 2026.
34 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.