Vontobel Holding
ELD icon

Vontobel Holding’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Vontobel Holding’s Portfolio ELD Stock Details ELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.4M Buy
446,559
+368
+0.1% +$10.6K 0.05% 293
2026
Q2 		$12.8M Sell
446,191
-1,315
-0.3% -$37.9K 0.04% 292
2026
Q1 		$12.4M Buy
447,506
+3,598
+0.8% +$105K 0.04% 248
2025
Q4 		$13M Buy
443,908
+14,045
+3% +$405K 0.04% 258
2025
Q3 		$12.4M Buy
429,863
+27,251
+7% +$771K 0.04% 243
2025
Q2 		$11.3M Sell
402,612
-13,971
-3% -$378K 0.04% 246
2025
Q1 		$11.1M Buy
416,583
+8,489
+2% +$222K 0.04% 214
2024
Q4 		$10.4M Sell
408,094
-2,722
-0.7% -$72K 0.04% 224
2024
Q3 		$11.5M Sell
410,816
-10,915
-3% -$296K 0.04% 210
2024
Q2 		$11.1M Buy
421,731
+5,500
+1% +$148K 0.04% 208
2024
Q1 		$11.4M Buy
416,231
+16,324
+4% +$450K 0.09% 192
2023
Q4 		$11.2M Sell
399,907
-25,696
-6% -$687K 0.09% 194
2023
Q3 		$11.2M Sell
425,603
-2,288
-0.5% -$62.9K 0.1% 187
2023
Q2 		$11.8M Buy
427,891
+1,310
+0.3% +$35.6K 0.1% 190
2023
Q1 		$11.5M Sell
426,581
-1,902
-0.4% -$50.5K 0.11% 191
2022
Q4 		$11.1M Sell
428,483
-14,832
-3% -$371K 0.11% 189
2022
Q3 		$10.8M Buy
+443,315
New +$11.3M 0.13% 162
2021
Q4 		– Sell
-2,500
Closed -$79K – 1089
2021
Q3 		$79K Buy
+2,500
New +$80.2K ﹤0.01% 1115

Other funds holding ELD

Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Net Worth Advisory Group
Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
MCFP
McCarley & Cook Financial Planners Cincinnati, Ohio $132M AUM 16.72% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Vontobel Holding's ELD Position: Q3 2026 in Review

Vontobel Holding increased its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 0.08% in Q3 2026, buying an estimated $10.6K and bringing the position to 446,559 shares worth $12.4M. The position accounts for 0.05% of the portfolio, ranked #293.

Vontobel Holding first reported a position in ELD in Q3 2021 and has held it in 18 quarters since. The position peaked at $13M in Q4 2025. 12 funds tracked by Wall St. Rank hold ELD as of Q3 2026.

  • Vontobel Holding held 446,559 shares of WisdomTree Emerging Markets Local Debt Fund worth $12.4M as of Q3 2026.
  • Vontobel Holding bought 368 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2026, an estimated $10.6K.
  • WisdomTree Emerging Markets Local Debt Fund made up 0.05% of Vontobel Holding's portfolio in Q3 2026, its #293 holding.
  • Vontobel Holding first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q3 2021 and has held it in 18 quarters since.
  • Vontobel Holding's WisdomTree Emerging Markets Local Debt Fund position peaked at $13M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.