Planning Strategies Inc.’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Planning Strategies Inc.’s Portfolio ELD Stock Details ELD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$316	Buy	+11	New	+$317	﹤0.01%	940

Other funds holding ELD

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

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

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

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

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Barnes Wealth Management Group Bakersfield, California $216M AUM 19.12% 1-Year Est. Return

Planning Strategies Inc.'s ELD Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2026: 11 shares worth $316. The stake represents ﹤0.01% of the portfolio and ranks #940 among its holdings.

20 funds tracked by Wall St. Rank hold ELD as of Q2 2026.

Planning Strategies Inc. held 11 shares of WisdomTree Emerging Markets Local Debt Fund worth $316 as of Q2 2026.
WisdomTree Emerging Markets Local Debt Fund was a new Planning Strategies Inc. position in Q2 2026.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #940 holding.
20 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.