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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
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 $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

United Advisor Group's EMMF Position: Q1 2026 in Review

United Advisor Group increased its WisdomTree Emerging Markets Multifactor Fund (EMMF) stake by 11% in Q1 2026, buying an estimated $75.3K and bringing the position to 23,205 shares worth $768K. The position accounts for 0.09% of the portfolio, ranked #221.

United Advisor Group first reported a position in EMMF in Q3 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold EMMF as of Q1 2026.

  • United Advisor Group held 23,205 shares of WisdomTree Emerging Markets Multifactor Fund worth $768K as of Q1 2026.
  • United Advisor Group bought 2,220 WisdomTree Emerging Markets Multifactor Fund shares in Q1 2026, an estimated $75.3K.
  • WisdomTree Emerging Markets Multifactor Fund made up 0.09% of United Advisor Group's portfolio in Q1 2026, its #221 holding.
  • United Advisor Group first reported a position in WisdomTree Emerging Markets Multifactor Fund in Q3 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.