TWPM
IHD

Total Wealth Planning & Management’s Voya Emerging Markets High Income Dividend Equity Fund IHD Stock Holding History

Total Wealth Planning & Management’s Portfolio IHD Stock Details IHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$322K Sell
54,250
-278
-0.5% -$1.5K 0.26% 147
2025
Q1 		$291K Buy
54,528
+38,446
+239% +$202K 0.28% 137
2024
Q4 		$80.6K Buy
+16,082
New +$85.6K 0.07% 190

Other funds holding IHD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Total Wealth Planning & Management's IHD Position: Q2 2025 in Review

Total Wealth Planning & Management reduced its Voya Emerging Markets High Income Dividend Equity Fund (IHD) stake by 0.51% in Q2 2025, selling an estimated $1.5K and leaving 54,250 shares worth $322K. The position accounts for 0.26% of the portfolio, ranked #147.

Total Wealth Planning & Management first reported a position in IHD in Q4 2024 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold IHD as of Q2 2025.

  • Total Wealth Planning & Management held 54,250 shares of Voya Emerging Markets High Income Dividend Equity Fund worth $322K as of Q2 2025.
  • Total Wealth Planning & Management sold 278 Voya Emerging Markets High Income Dividend Equity Fund shares in Q2 2025, an estimated $1.5K.
  • Voya Emerging Markets High Income Dividend Equity Fund made up 0.26% of Total Wealth Planning & Management's portfolio in Q2 2025, its #147 holding.
  • Total Wealth Planning & Management first reported a position in Voya Emerging Markets High Income Dividend Equity Fund in Q4 2024 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Voya Emerging Markets High Income Dividend Equity Fund as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.