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Trilogy Capital’s WisdomTree Emerging Markets Multifactor Fund EMMF Stock Holding History

Trilogy Capital’s Portfolio EMMF Stock Details EMMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.5M Sell
1,824,236
-61,357
-3% -$2.28M 2.74% 7
2026
Q1 		$62.4M Buy
1,885,593
+99,540
+6% +$3.38M 2.75% 7
2025
Q4 		$56.3M Buy
1,786,053
+27,070
+2% +$847K 2.52% 7
2025
Q3 		$53.8M Sell
1,758,983
-3,812
-0.2% -$113K 2.49% 12
2025
Q2 		$50.9M Buy
1,762,795
+44,122
+3% +$1.21M 2.47% 11
2025
Q1 		$45.6M Buy
1,718,673
+1,113,796
+184% +$29.7M 2.39% 11
2024
Q4 		$16.2M Buy
604,877
+2,823
+0.5% +$77.8K 0.83% 34
2024
Q3 		$17.1M Buy
602,054
+6,047
+1% +$168K 0.86% 33
2024
Q2 		$16.5M Sell
596,007
-15,936
-3% -$427K 0.9% 33
2024
Q1 		$16.1M Buy
+611,943
New +$15.5M 0.93% 31

Other funds holding EMMF

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
UIM
Unified Investment Management Atlanta, Georgia $108M AUM 26.38% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Trilogy Capital's EMMF Position: Q2 2026 in Review

Trilogy Capital reduced its WisdomTree Emerging Markets Multifactor Fund (EMMF) stake by 3.3% in Q2 2026, selling an estimated $2.28M and leaving 1,824,236 shares worth $70.5M. The position accounts for 2.74% of the portfolio, ranked #7.

Trilogy Capital first reported a position in EMMF in Q1 2024 and has held it in 10 quarters since. 14 funds tracked by Wall St. Rank hold EMMF as of Q2 2026.

  • Trilogy Capital held 1,824,236 shares of WisdomTree Emerging Markets Multifactor Fund worth $70.5M as of Q2 2026.
  • Trilogy Capital sold 61,357 WisdomTree Emerging Markets Multifactor Fund shares in Q2 2026, an estimated $2.28M.
  • WisdomTree Emerging Markets Multifactor Fund made up 2.74% of Trilogy Capital's portfolio in Q2 2026, its #7 holding.
  • Trilogy Capital first reported a position in WisdomTree Emerging Markets Multifactor Fund in Q1 2024 and has held it in 10 quarters since.
  • 14 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.