Treasure Coast Financial Planning’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Treasure Coast Financial Planning’s Portfolio ELD Stock Details ELD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$375K	Hold	13,473	–	–	0.19%	33
2025 Q4	$393K	Hold	13,473	–	–	0.21%	33
2025 Q3	$387K	Hold	13,473	–	–	0.22%	33
2025 Q2	$377K	Hold	13,473	–	–	0.22%	31
2025 Q1	$361K	Sell	13,473 -6	-0%	-$157	0.22%	30
2024 Q4	$342K	Buy	+13,479	New	+$356K	0.23%	30

Other funds holding ELD

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $421M AUM 14.16% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Treasure Coast Financial Planning's ELD Position: Q1 2026 in Review

Treasure Coast Financial Planning held its WisdomTree Emerging Markets Local Debt Fund (ELD) position steady in Q1 2026 at 13,473 shares worth $375K. The position accounts for 0.19% of the portfolio, ranked #33.

Treasure Coast Financial Planning first reported a position in ELD in Q4 2024 and has held it in 6 quarters since. The position peaked at $393K in Q4 2025. 61 funds tracked by Wall St. Rank hold ELD as of Q1 2026.

Treasure Coast Financial Planning held 13,473 shares of WisdomTree Emerging Markets Local Debt Fund worth $375K as of Q1 2026.
Treasure Coast Financial Planning left its WisdomTree Emerging Markets Local Debt Fund share count unchanged in Q1 2026.
WisdomTree Emerging Markets Local Debt Fund made up 0.19% of Treasure Coast Financial Planning's portfolio in Q1 2026, its #33 holding.
Treasure Coast Financial Planning first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2024 and has held it in 6 quarters since.
Treasure Coast Financial Planning's WisdomTree Emerging Markets Local Debt Fund position peaked at $393K in Q4 2025.
61 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.