WWM
EMLC icon

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
Q3 		$3.29M Buy
132,311
+83,449
+171% +$2.12M 1.4% 14
2026
Q2 		$1.25M Buy
48,862
+20,439
+72% +$522K 0.56% 54
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

WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Whalen Wealth Management's EMLC Position: Q3 2026 in Review

Whalen Wealth Management increased its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 171% in Q3 2026, buying an estimated $2.12M and bringing the position to 132,311 shares worth $3.29M. The position accounts for 1.4% of the portfolio, ranked #14.

Whalen Wealth Management first reported a position in EMLC in Q4 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold EMLC as of Q3 2026.

  • Whalen Wealth Management held 132,311 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $3.29M as of Q3 2026.
  • Whalen Wealth Management bought 83,449 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2026, an estimated $2.12M.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 1.4% of Whalen Wealth Management's portfolio in Q3 2026, its #14 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 4 quarters since.
  • 18 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.