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
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 $1.66T 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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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

WealthPlan Investment Management's EMKT Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Lazard Emerging Markets Opportunities ETF (EMKT) stake by 7.2% in Q1 2026, selling an estimated $17.8K and leaving 8,524 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #433.

WealthPlan Investment Management first reported a position in EMKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $230K in Q4 2025. 22 funds tracked by Wall St. Rank hold EMKT as of Q1 2026.

  • WealthPlan Investment Management held 8,524 shares of Lazard Emerging Markets Opportunities ETF worth $220K as of Q1 2026.
  • WealthPlan Investment Management sold 663 Lazard Emerging Markets Opportunities ETF shares in Q1 2026, an estimated $17.8K.
  • Lazard Emerging Markets Opportunities ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q1 2026, its #433 holding.
  • WealthPlan Investment Management first reported a position in Lazard Emerging Markets Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • WealthPlan Investment Management's Lazard Emerging Markets Opportunities ETF position peaked at $230K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Lazard Emerging Markets Opportunities ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.