Waterfront Wealth’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Waterfront Wealth’s Portfolio EMD Stock Details EMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$103K	Buy	11,074 +30	+0.3%	+$312	0.02%	298
2026 Q2	$118K	Buy	11,044 +297	+3%	+$3.14K	0.02%	296
2026 Q1	$106K	Buy	+10,747	New	+$115K	0.02%	281
2025 Q2	–	Sell	-11,598	Closed	-$115K	–	265
2025 Q1	$115K	Buy	11,598 +1,522	+15%	+$15K	0.03%	254
2024 Q4	$96.9K	Sell	10,076 -601	-6%	-$5.96K	0.02%	254
2024 Q3	$104K	Buy	+10,677	New	+$105K	0.03%	252
2024 Q1	–	Sell	-10,357	Closed	-$95.4K	–	249
2023 Q4	$95.4K	Buy	10,357 +147	+1%	+$1.26K	0.03%	245
2023 Q3	$80.9K	Hold	10,210	–	–	0.03%	243
2023 Q2	$90.3K	Buy	+10,210	New	+$88.5K	0.03%	249

Other funds holding EMD

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

Waterfront Wealth's EMD Position: Q3 2026 in Review

Waterfront Wealth increased its Western Asset Emerging Markets Debt Fund (EMD) stake by 0.27% in Q3 2026, buying an estimated $312 and bringing the position to 11,074 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #298.

Waterfront Wealth first reported a position in EMD in Q2 2023 and has held it in 9 quarters since. The position peaked at $118K in Q2 2026. 31 funds tracked by Wall St. Rank hold EMD as of Q3 2026.

Waterfront Wealth held 11,074 shares of Western Asset Emerging Markets Debt Fund worth $103K as of Q3 2026.
Waterfront Wealth bought 30 Western Asset Emerging Markets Debt Fund shares in Q3 2026, an estimated $312.
Western Asset Emerging Markets Debt Fund made up 0.02% of Waterfront Wealth's portfolio in Q3 2026, its #298 holding.
Waterfront Wealth first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2023 and has held it in 9 quarters since.
Waterfront Wealth's Western Asset Emerging Markets Debt Fund position peaked at $118K in Q2 2026.
31 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.