Steward Partners Investment Advisory’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Steward Partners Investment Advisory’s Portfolio CEW Stock Details CEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.22K	Sell	275 -18,495	-99%	-$355K	﹤0.01%	3781
2025 Q4	$355K	Buy	+18,770	New	+$358K	﹤0.01%	1617
2019 Q3	–	Sell	-265	Closed	-$4K	–	2623
2019 Q2	$4K	Buy	+265	New	+$4.88K	﹤0.01%	2262

Other funds holding CEW

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

1CP

17 Capital Partners Pheonix, Arizona $194M AUM 16.84% 1-Year Est. Return

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

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's CEW Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its WisdomTree Emerging Currency Strategy Fund (CEW) stake by 99% in Q1 2026, selling an estimated $355K and leaving 275 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #3781.

Steward Partners Investment Advisory first reported a position in CEW in Q2 2019 and has held it in 3 quarters since. The position peaked at $355K in Q4 2025. 13 funds tracked by Wall St. Rank hold CEW as of Q1 2026.

Steward Partners Investment Advisory held 275 shares of WisdomTree Emerging Currency Strategy Fund worth $5.22K as of Q1 2026.
Steward Partners Investment Advisory sold 18,495 WisdomTree Emerging Currency Strategy Fund shares in Q1 2026, an estimated $355K.
WisdomTree Emerging Currency Strategy Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3781 holding.
Steward Partners Investment Advisory first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2019 and has held it in 3 quarters since.
Steward Partners Investment Advisory's WisdomTree Emerging Currency Strategy Fund position peaked at $355K in Q4 2025.
13 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.