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
Q2 		$3.8M Sell
117,889
-632
-0.5% -$19.1K 0.02% 521
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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors's EMKT Position: Q2 2026 in Review

Waverly Advisors reduced its Lazard Emerging Markets Opportunities ETF (EMKT) stake by 0.53% in Q2 2026, selling an estimated $19.1K and leaving 117,889 shares worth $3.8M. The position accounts for 0.02% of the portfolio, ranked #521.

Waverly Advisors first reported a position in EMKT in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold EMKT as of Q2 2026.

  • Waverly Advisors held 117,889 shares of Lazard Emerging Markets Opportunities ETF worth $3.8M as of Q2 2026.
  • Waverly Advisors sold 632 Lazard Emerging Markets Opportunities ETF shares in Q2 2026, an estimated $19.1K.
  • Lazard Emerging Markets Opportunities ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #521 holding.
  • Waverly Advisors first reported a position in Lazard Emerging Markets Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Lazard Emerging Markets Opportunities ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.