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 Q3	$5.22M	Buy	138,406 +17,533	+15%	+$660K	2.93%	12
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

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Glass Jacobson Investment Advisors Owings Mills, Maryland $326M AUM 13.52% 1-Year Est. Return

Princeton Global Asset Management Princeton, New Jersey $692M AUM 20.31% 1-Year Est. Return

Welch Financial Planning's EMMF Position: Q3 2026 in Review

Welch Financial Planning increased its WisdomTree Emerging Markets Multifactor Fund (EMMF) stake by 15% in Q3 2026, buying an estimated $660K and bringing the position to 138,406 shares worth $5.22M. The position accounts for 2.93% of the portfolio, ranked #12.

Welch Financial Planning first reported a position in EMMF in Q4 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold EMMF as of Q3 2026.

Welch Financial Planning held 138,406 shares of WisdomTree Emerging Markets Multifactor Fund worth $5.22M as of Q3 2026.
Welch Financial Planning bought 17,533 WisdomTree Emerging Markets Multifactor Fund shares in Q3 2026, an estimated $660K.
WisdomTree Emerging Markets Multifactor Fund made up 2.93% of Welch Financial Planning's portfolio in Q3 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 4 quarters since.
15 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Multifactor Fund as of Q3 2026.

Based on Welch Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.