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WealthPlan Investment Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

WealthPlan Investment Management’s Portfolio EMLC Stock Details EMLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.83M Sell
228,279
-16,238
-7% -$414K 0.29% 81
2026
Q1 		$6.14M Buy
244,517
+153,593
+169% +$3.98M 0.34% 71
2025
Q4 		$2.35M Buy
+90,924
New +$2.32M 0.15% 126

Other funds holding EMLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

WealthPlan Investment Management reduced its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 6.6% in Q2 2026, selling an estimated $414K and leaving 228,279 shares worth $5.83M. The position accounts for 0.29% of the portfolio, ranked #81.

WealthPlan Investment Management first reported a position in EMLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.14M in Q1 2026. 374 funds tracked by Wall St. Rank hold EMLC as of Q2 2026.

  • WealthPlan Investment Management held 228,279 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $5.83M as of Q2 2026.
  • WealthPlan Investment Management sold 16,238 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $414K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.29% of WealthPlan Investment Management's portfolio in Q2 2026, its #81 holding.
  • WealthPlan Investment Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • WealthPlan Investment Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $6.14M in Q1 2026.
  • 374 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2026.

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