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United Advisor Group’s WisdomTree Emerging Markets Multifactor Fund EMMF Stock Holding History

United Advisor Group’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 		$1.09M Buy
28,138
+4,933
+21% +$184K 0.11% 202
2026
Q1 		$768K Buy
23,205
+2,220
+11% +$75.3K 0.09% 221
2025
Q4 		$662K Buy
20,985
+12,568
+149% +$393K 0.08% 236
2025
Q3 		$258K Buy
+8,417
New +$249K 0.03% 397

Other funds holding EMMF

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

United Advisor Group's EMMF Position: Q2 2026 in Review

United Advisor Group increased its WisdomTree Emerging Markets Multifactor Fund (EMMF) stake by 21% in Q2 2026, buying an estimated $184K and bringing the position to 28,138 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #202.

United Advisor Group first reported a position in EMMF in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold EMMF as of Q2 2026.

  • United Advisor Group held 28,138 shares of WisdomTree Emerging Markets Multifactor Fund worth $1.09M as of Q2 2026.
  • United Advisor Group bought 4,933 WisdomTree Emerging Markets Multifactor Fund shares in Q2 2026, an estimated $184K.
  • WisdomTree Emerging Markets Multifactor Fund made up 0.11% of United Advisor Group's portfolio in Q2 2026, its #202 holding.
  • United Advisor Group first reported a position in WisdomTree Emerging Markets Multifactor Fund in Q3 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.