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Welch Financial Planning’s WisdomTree Emerging Markets Multifactor Fund EMMF Stock Holding History

Welch Financial Planning’s Portfolio EMMF Stock Details EMMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.67M Sell
120,873
-2,167
-2% -$80.7K 2.72% 12
2026
Q1 		$4.07M Buy
123,040
+3,653
+3% +$124K 2.93% 11
2025
Q4 		$3.77M Buy
+119,387
New +$3.73M 2.74% 11

Other funds holding EMMF

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
UIM
Unified Investment Management Atlanta, Georgia $108M AUM 26.38% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Welch Financial Planning's EMMF Position: Q2 2026 in Review

Welch Financial Planning reduced its WisdomTree Emerging Markets Multifactor Fund (EMMF) stake by 1.8% in Q2 2026, selling an estimated $80.7K and leaving 120,873 shares worth $4.67M. The position accounts for 2.72% of the portfolio, ranked #12.

Welch Financial Planning first reported a position in EMMF in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold EMMF as of Q2 2026.

  • Welch Financial Planning held 120,873 shares of WisdomTree Emerging Markets Multifactor Fund worth $4.67M as of Q2 2026.
  • Welch Financial Planning sold 2,167 WisdomTree Emerging Markets Multifactor Fund shares in Q2 2026, an estimated $80.7K.
  • WisdomTree Emerging Markets Multifactor Fund made up 2.72% of Welch Financial Planning's portfolio in Q2 2026, its #12 holding.
  • Welch Financial Planning first reported a position in WisdomTree Emerging Markets Multifactor Fund in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.