Vault-13

WISDOMTREE TR EMCB

WSDM EMKTBD FD · ETP · CUSIP 97717X784

35 institutional holders +5 vs Q4 2025
1,074,3311.1m shares reported held*
$70.4mreported value*
6 new 13 added 6 reduced 3 sold out net bought ≈ $7.6m (+115.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $65.53.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 30Q4 22: 27Q1 23: 27Q2 23: 24Q3 23: 24Q4 23: 21Q1 24: 19Q2 24: 20Q3 24: 19Q4 24: 27Q1 25: 27Q2 25: 29Q3 25: 31Q4 25: 30Q1 26: 3535Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202230
Q4 202227
Q1 202327
Q2 202324
Q3 202324
Q4 202321
Q1 202419
Q2 202420
Q3 202419
Q4 202427
Q1 202527
Q2 202529
Q3 202531
Q4 202530
Q1 202635

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q2 24: 11 bought or addedQ2 24: 8 cut or sold outQ3 24: 8 bought or addedQ3 24: 10 cut or sold outQ3 24Q4 24: 13 bought or addedQ4 24: 7 cut or sold outQ1 25: 9 bought or addedQ1 25: 17 cut or sold outQ1 25Q2 25: 17 bought or addedQ2 25: 7 cut or sold outQ3 25: 20 bought or addedQ3 25: 8 cut or sold outQ3 25Q4 25: 12 bought or addedQ4 25: 11 cut or sold outQ1 26: 19 bought or addedQ1 26: 9 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024118
Q3 2024810
Q4 2024137
Q1 2025917
Q2 2025177
Q3 2025208
Q4 20251211
Q1 2026199

Biggest buyers

Integrated Wealth Concepts LLC Added +37,631+37.6k
Occidental Asset Management, LLC Added +32,042+32.0k
LPL Financial LLC Added +28,333+28.3k
Schwallier Wealth Management LLC New +24,454+24.5k
JANE STREET GROUP, LLC Added +6,390+6.4k
UBS Group AG Added +4,804+4.8k
AE Wealth Management LLC Added +4,449+4.4k
Kestra Advisory Services, LLC Added +3,573+3.6k
MOODY NATIONAL BANK TRUST DIVISION Added +3,511+3.5k
NATIONS FINANCIAL GROUP INC, /IA/ /ADV New +3,377+3.4k

Biggest sellers

Collaborative Wealth Managment Inc. Reduced -20,572-20.6k
FLOW TRADERS U.S. LLC Reduced -13,294-13.3k
ATX Financial Planning, LLC Sold out -5,101-5.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -947-947
Rockefeller Capital Management L.P. Reduced -929-929
Wealth Watch Advisors, INC Sold out -569-569
Fermata Advisors, LLC Reduced -423-423
MORGAN STANLEY Sold out -21-21
ROYAL BANK OF CANADA Reduced -7-7

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 255,647255.6k $16.7m $16.7m 0.00% Added +28.3k +28,333
2 Integrated Wealth Concepts LLC 0.11% of their portfolio WALTHAM, MA 216,976217.0k $14.2m $14.2m 0.11% Added +37.6k +37,631
3 Occidental Asset Management, LLC 1.32% of their portfolio Burlingame, CA 170,657170.7k $11.2m $11.2m 1.32% Added +32.0k +32,042
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 162,733162.7k $10.7m $10.7m 0.00% Added +4.8k +4,804
5 Anderson Financial Strategies, LLC 2.22% of their portfolio DAYTON, OH 60,68060.7k $4.0m $4.0m 2.22% Added +2.6k +2,594
6 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 31,57531.6k $2.1m $2.1m 0.01% Added +3.6k +3,573
7 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 25,28525.3k $1.7m $1.7m 0.00% Added +6.4k +6,390
8 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 24,45824.5k $1.6m $1.6m 0.01% Added +4.4k +4,449
9 Schwallier Wealth Management LLC 1.17% of their portfolio GRAND RAPIDS, MI 24,45424.5k $1.6m $1.6m 1.17% New
10 MOODY NATIONAL BANK TRUST DIVISION 0.14% of their portfolio GALVESTON, TX 23,21023.2k $1.5m $1.5m 0.14% Added +3.5k +3,511
11 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 10,70510.7k $709.3k $709.3k 0.02% Added +7 +7
12 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 10,53510.5k $690.2k $690.2k 0.00% Reduced -929 -929
13 NewSquare Capital LLC 0.05% of their portfolio NEWTOWN SQUARE, PA 8,2898.3k $543.1k $543.1k 0.05% Added +394 +394
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,8147.8k $511.9k $511.9k 0.00% Unchanged
15 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 7,7447.7k $506.1k $506.1k 0.00% Added +1.1k +1,122
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,4337.4k $487.0k $487.0k 0.00% Reduced -947 -947
17 Collaborative Wealth Managment Inc. 0.11% of their portfolio LAKE MARY, FL 3,7803.8k $247.7k $247.7k 0.11% Reduced -20.6k -20,572
18 Forum Finance Group S.A. 0.11% of their portfolio GENEVA, V8 3,7403.7k $196.0k $196.0k 0.11% First filing
19 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 3,3773.4k $221.2k $221.2k 0.01% New
20 Fermata Advisors, LLC 0.05% of their portfolio SONOMA, CA 3,3563.4k $219.8k $219.8k 0.05% Reduced -423 -423
21 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 3,3033.3k $216.4k $216.4k 0.00% New
22 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 3,1423.1k $206.0k $206.0k 0.01% Reduced -13.3k -13,294
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,6541.7k $108.0k $108.0k 0.00% Reduced -7 -7
24 Frazier Financial Advisors, LLC 0.04% of their portfolio COLUMBUS, OH 1,0841.1k $71.0k $71.0k 0.04% Unchanged
25 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 763763 $50.0k $50.0k 0.00% New
26 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 750750 $49.1k $49.1k 0.00% Unchanged
27 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 475475 $31.1k $31.1k 0.00% Unchanged
28 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% of their portfolio RALEIGH, NC 475475 $31.1k $31.1k 0.00% New
29 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 7070 $4.6k $4.6k 0.00% New
30 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6161 $4.0k $4.0k 0.00% Added +1 +1
31 CWM, LLC 0.00% of their portfolio OMAHA, NE 4343 $2.8k $2.8k 0.00% Unchanged
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2828 $1.9k $1.9k 0.00% Unchanged
33 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 1616 $1.1k $1.1k 0.00% First filing
34 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 1414 $1.0k $1.0k 0.00% Not comparable
35 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 55 $328 $328 0.00% Unchanged