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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
Q2 		$6.93M Buy
218,648
+13,356
+7% +$427K 3.03% 10
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

OC
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $875B AUM 40.89% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
V
Viaable Wayne, Pennsylvania $121M AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

tru Independence's XC Position: Q2 2026 in Review

tru Independence increased its WisdomTree True Emerging Markets Fund (XC) stake by 6.5% in Q2 2026, buying an estimated $427K and bringing the position to 218,648 shares worth $6.93M. The position accounts for 3.03% of the portfolio, ranked #10.

tru Independence first reported a position in XC in Q1 2025 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold XC as of Q2 2026.

  • tru Independence held 218,648 shares of WisdomTree True Emerging Markets Fund worth $6.93M as of Q2 2026.
  • tru Independence bought 13,356 WisdomTree True Emerging Markets Fund shares in Q2 2026, an estimated $427K.
  • WisdomTree True Emerging Markets Fund made up 3.03% of tru Independence's portfolio in Q2 2026, its #10 holding.
  • tru Independence first reported a position in WisdomTree True Emerging Markets Fund in Q1 2025 and has held it in 6 quarters since.
  • 29 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.