WIM
EMKT

WealthPlan Investment Management’s Lazard Emerging Markets Opportunities ETF EMKT Stock Holding History

WealthPlan Investment Management’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 		$215K Sell
6,685
-1,839
-22% -$55.5K 0.01% 450
2026
Q1 		$220K Sell
8,524
-663
-7% -$17.8K 0.01% 433
2025
Q4 		$230K Buy
+9,187
New +$228K 0.01% 350

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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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

WealthPlan Investment Management's EMKT Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Lazard Emerging Markets Opportunities ETF (EMKT) stake by 22% in Q2 2026, selling an estimated $55.5K and leaving 6,685 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #450.

WealthPlan Investment Management first reported a position in EMKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $230K in Q4 2025. 25 funds tracked by Wall St. Rank hold EMKT as of Q2 2026.

  • WealthPlan Investment Management held 6,685 shares of Lazard Emerging Markets Opportunities ETF worth $215K as of Q2 2026.
  • WealthPlan Investment Management sold 1,839 Lazard Emerging Markets Opportunities ETF shares in Q2 2026, an estimated $55.5K.
  • Lazard Emerging Markets Opportunities ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #450 holding.
  • WealthPlan Investment Management first reported a position in Lazard Emerging Markets Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • WealthPlan Investment Management's Lazard Emerging Markets Opportunities ETF position peaked at $230K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Lazard Emerging Markets Opportunities ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.