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VestGen Advisors’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

VestGen Advisors’s Portfolio EMCB Stock Details EMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$709K Buy
10,705
+7
+0.1% +$468 0.02% 551
2025
Q4 		$711K Sell
10,698
-86
-0.8% -$5.76K 0.03% 417
2025
Q3 		$722K Buy
10,784
+538
+5% +$35.8K 0.02% 421
2025
Q2 		$676K Buy
10,246
+495
+5% +$32.2K 0.03% 381
2025
Q1 		$638K Buy
+9,751
New +$637K 0.03% 353

Other funds holding EMCB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SWM
Schwallier Wealth Management Grand Rapids, Michigan $137M AUM 10.61% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

VestGen Advisors's EMCB Position: Q1 2026 in Review

VestGen Advisors increased its WisdomTree Emerging Markets Corporate Bond Fund (EMCB) stake by 0.07% in Q1 2026, buying an estimated $468 and bringing the position to 10,705 shares worth $709K. The position accounts for 0.02% of the portfolio, ranked #551.

VestGen Advisors first reported a position in EMCB in Q1 2025 and has held it in 5 quarters since. The position peaked at $722K in Q3 2025. 35 funds tracked by Wall St. Rank hold EMCB as of Q1 2026.

  • VestGen Advisors held 10,705 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $709K as of Q1 2026.
  • VestGen Advisors bought 7 WisdomTree Emerging Markets Corporate Bond Fund shares in Q1 2026, an estimated $468.
  • WisdomTree Emerging Markets Corporate Bond Fund made up 0.02% of VestGen Advisors's portfolio in Q1 2026, its #551 holding.
  • VestGen Advisors first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $722K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.