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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 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. 29 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.
29 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.