TI
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tru Independence’s WisdomTree True Emerging Markets Fund XC Stock Holding History

tru Independence’s Portfolio XC Stock Details XC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.41M Buy
205,292
+27,344
+15% +$900K 3.17% 10
2025
Q4 		$5.77M Buy
177,948
+22,299
+14% +$769K 1.46% 21
2025
Q3 		$5.39M Buy
155,649
+9,925
+7% +$341K 1.4% 25
2025
Q2 		$5.02M Buy
145,724
+4,574
+3% +$144K 1.45% 26
2025
Q1 		$4.19M Buy
+141,150
New +$4.32M 1.3% 35

Other funds holding XC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

tru Independence's XC Position: Q1 2026 in Review

tru Independence increased its WisdomTree True Emerging Markets Fund (XC) stake by 15% in Q1 2026, buying an estimated $900K and bringing the position to 205,292 shares worth $6.41M. The position accounts for 3.17% of the portfolio, ranked #10.

tru Independence first reported a position in XC in Q1 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold XC as of Q1 2026.

  • tru Independence held 205,292 shares of WisdomTree True Emerging Markets Fund worth $6.41M as of Q1 2026.
  • tru Independence bought 27,344 WisdomTree True Emerging Markets Fund shares in Q1 2026, an estimated $900K.
  • WisdomTree True Emerging Markets Fund made up 3.17% of tru Independence's portfolio in Q1 2026, its #10 holding.
  • tru Independence first reported a position in WisdomTree True Emerging Markets Fund in Q1 2025 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.