WS
EDF

Wedbush Securities’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Wedbush Securities’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$977K Sell
204,483
-25,959
-11% -$130K 0.03% 460
2025
Q4 		$1.15M Buy
230,442
+8,500
+4% +$41.8K 0.03% 406
2025
Q3 		$1.12M Buy
221,942
+13,103
+6% +$66.6K 0.04% 398
2025
Q2 		$1.05M Sell
208,839
-20,214
-9% -$98.3K 0.04% 407
2025
Q1 		$1.16M Buy
229,053
+8,659
+4% +$44.1K 0.04% 346
2024
Q4 		$1.04M Buy
220,394
+1,422
+0.6% +$7.11K 0.04% 370
2024
Q3 		$1.15M Sell
218,972
-3,208
-1% -$16.8K 0.04% 335
2024
Q2 		$1.17M Buy
222,180
+17,977
+9% +$97.1K 0.04% 328
2024
Q1 		$1.1M Buy
204,203
+23,035
+13% +$108K 0.04% 352
2023
Q4 		$781K Buy
181,168
+30,372
+20% +$125K 0.03% 405
2023
Q3 		$667K Buy
150,796
+13,501
+10% +$62.1K 0.03% 429
2023
Q2 		$619K Sell
137,295
-19,391
-12% -$83.1K 0.03% 473
2023
Q1 		$716K Buy
156,686
+10,871
+7% +$52.7K 0.04% 420
2022
Q4 		$607K Buy
145,815
+18,598
+15% +$72.3K 0.03% 452
2022
Q3 		$469K Sell
127,217
-2,941
-2% -$13.1K 0.03% 529
2022
Q2 		$573K Buy
130,158
+64,158
+97% +$351K 0.03% 478
2022
Q1 		$431K Buy
66,000
+34,500
+110% +$217K 0.02% 651
2021
Q4 		$210K Buy
31,500
+6,501
+26% +$45.9K 0.01% 1046
2021
Q3 		$186K Sell
24,999
-5,467
-18% -$45.5K 0.01% 1078
2021
Q2 		$260K Buy
30,466
+1,643
+6% +$13.9K 0.01% 930
2021
Q1 		$243K Buy
+28,823
New +$245K 0.01% 905
2020
Q3 		– Sell
-12,000
Closed -$85K – 955
2020
Q2 		$85K Buy
12,000
+1,290
+12% +$8.85K 0.01% 871
2020
Q1 		$80K Buy
+10,710
New +$125K 0.01% 792

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Wedbush Securities's EDF Position: Q1 2026 in Review

Wedbush Securities reduced its Virtus Stone Harbor Emerging Markets Income Fund (EDF) stake by 11% in Q1 2026, selling an estimated $130K and leaving 204,483 shares worth $977K. The position accounts for 0.03% of the portfolio, ranked #460.

Wedbush Securities first reported a position in EDF in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.17M in Q2 2024. 50 funds tracked by Wall St. Rank hold EDF as of Q1 2026.

  • Wedbush Securities held 204,483 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $977K as of Q1 2026.
  • Wedbush Securities sold 25,959 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2026, an estimated $130K.
  • Virtus Stone Harbor Emerging Markets Income Fund made up 0.03% of Wedbush Securities's portfolio in Q1 2026, its #460 holding.
  • Wedbush Securities first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q1 2020 and has held it in 23 quarters since.
  • Wedbush Securities's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $1.17M in Q2 2024.
  • 50 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.