WA
EMKT

Waverly Advisors’s Lazard Emerging Markets Opportunities ETF EMKT Stock Holding History

Waverly Advisors’s Portfolio EMKT Stock Details EMKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.06M Hold
118,521
– – 0.02% 543
2025
Q4 		$2.97M Buy
+118,521
New +$2.95M 0.02% 496

Other funds holding EMKT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Waverly Advisors's EMKT Position: Q1 2026 in Review

Waverly Advisors held its Lazard Emerging Markets Opportunities ETF (EMKT) position steady in Q1 2026 at 118,521 shares worth $3.06M. The position accounts for 0.02% of the portfolio, ranked #543.

Waverly Advisors first reported a position in EMKT in Q4 2025 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold EMKT as of Q1 2026.

  • Waverly Advisors held 118,521 shares of Lazard Emerging Markets Opportunities ETF worth $3.06M as of Q1 2026.
  • Waverly Advisors left its Lazard Emerging Markets Opportunities ETF share count unchanged in Q1 2026.
  • Lazard Emerging Markets Opportunities ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #543 holding.
  • Waverly Advisors first reported a position in Lazard Emerging Markets Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Lazard Emerging Markets Opportunities ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.