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Whalen Wealth Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Whalen Wealth 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
Q1 		$714K Sell
28,423
-18,592
-40% -$482K 0.38% 70
2025
Q4 		$1.21M Buy
+47,015
New +$1.2M 0.65% 42

Other funds holding EMLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Whalen Wealth Management's EMLC Position: Q1 2026 in Review

Whalen Wealth Management reduced its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 40% in Q1 2026, selling an estimated $482K and leaving 28,423 shares worth $714K. The position accounts for 0.38% of the portfolio, ranked #70.

Whalen Wealth Management first reported a position in EMLC in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.21M in Q4 2025. 344 funds tracked by Wall St. Rank hold EMLC as of Q1 2026.

  • Whalen Wealth Management held 28,423 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $714K as of Q1 2026.
  • Whalen Wealth Management sold 18,592 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2026, an estimated $482K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.38% of Whalen Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Whalen Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Whalen Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $1.21M in Q4 2025.
  • 344 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.