Vault-13

WISDOMTREE TR ELD

EM LCL DEBT FD · ETP · CUSIP 97717X867

62 institutional holders +9 vs Q4 2025
2,539,7192.5m shares reported held*
$70.7mreported value*
12 new 26 added 11 reduced 3 sold out net bought ≈ $22.0m (+789.7k 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 ($63.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $27.85.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 43Q4 22: 47Q1 23: 45Q2 23: 48Q3 23: 49Q4 23: 54Q1 24: 49Q2 24: 47Q3 24: 54Q4 24: 50Q1 25: 47Q2 25: 54Q3 25: 47Q4 25: 53Q1 26: 6262Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202243
Q4 202247
Q1 202345
Q2 202348
Q3 202349
Q4 202354
Q1 202449
Q2 202447
Q3 202454
Q4 202450
Q1 202547
Q2 202554
Q3 202547
Q4 202553
Q1 202662

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 24: 21 bought or addedQ2 24: 15 cut or sold outQ3 24: 24 bought or addedQ3 24: 17 cut or sold outQ3 24Q4 24: 19 bought or addedQ4 24: 21 cut or sold outQ1 25: 21 bought or addedQ1 25: 19 cut or sold outQ1 25Q2 25: 23 bought or addedQ2 25: 17 cut or sold outQ3 25: 26 bought or addedQ3 25: 17 cut or sold outQ3 25Q4 25: 32 bought or addedQ4 25: 13 cut or sold outQ1 26: 38 bought or addedQ1 26: 14 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242115
Q3 20242417
Q4 20241921
Q1 20252119
Q2 20252317
Q3 20252617
Q4 20253213
Q1 20263814

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5k$10k$15k$20kQ2 25 calls: $0Q2 25 puts: $16.0kQ2 25P/C —Q3 25 calls: $0Q3 25 puts: $8.0kQ3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$0$16.0k—
Q3 2025$0$8.0k—
Q4 2025$0$0—
Q1 2026$0$0—

Biggest buyers

AllGen Financial Advisors, Inc. New +140,940+140.9k
Bank of New York Mellon Corp New +112,065+112.1k
JANE STREET GROUP, LLC Added +110,201+110.2k
Kestra Advisory Services, LLC Added +93,813+93.8k
WELLS FARGO & COMPANY/MN Added +90,290+90.3k
ROYAL BANK OF CANADA Added +62,475+62.5k
Clear Creek Financial Management, LLC New +29,598+29.6k
Sanctuary Advisors, LLC New +27,336+27.3k
OLD MISSION CAPITAL LLC New +24,885+24.9k
Trilogy Capital Inc. New +23,754+23.8k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -19,128-19.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -14,646-14.6k
Insight Advisors, LLC/ PA Sold out -11,019-11.0k
MORGAN STANLEY Reduced -10,426-10.4k
LANARK FINANCIAL, INC. Reduced -2,148-2.1k
UBS Group AG Reduced -1,382-1.4k
Valmark Advisers, Inc. Reduced -1,095-1.1k
PNC Financial Services Group, Inc. Reduced -389-389
ASSETMARK, INC Reduced -310-310
TUCKER ASSET MANAGEMENT LLC Sold out -91-91

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Vontobel Holding Ltd. 0.04% of their portfolio ZURICH, V8 447,506447.5k $12.4m $12.4m 0.04% Added +3.6k +3,598
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 292,690292.7k $8.1m $8.1m 0.00% Added +9.6k +9,581
3 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 218,828218.8k $6.1m $6.1m 0.00% Added +90.3k +90,290
4 Elmwood Wealth Management, Inc. 1.09% of their portfolio BERKELEY, CA 142,056142.1k $4.0m $4.0m 1.09% Added +21.2k +21,218
5 AllGen Financial Advisors, Inc. 0.93% of their portfolio ORLANDO, FL 140,940140.9k $3.9m $3.9m 0.93% New
6 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 124,523124.5k $3.5m $3.5m 0.00% Added +110.2k +110,201
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 114,725114.7k $3.2m $3.2m 0.00% Reduced -10.4k -10,426
8 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 112,065112.1k $3.1m $3.1m 0.00% New
9 Ignite Planners, LLC 0.46% of their portfolio SAN CLEMENTE, CA 107,332107.3k $3.0m $3.0m 0.46% Added +5.6k +5,610
10 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 94,51394.5k $2.6m $2.6m 0.01% Added +93.8k +93,813
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 91,55691.6k $2.5m $2.5m 0.00% Added +62.5k +62,475
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 87,84887.8k $2.4m $2.4m 0.00% Reduced -19.1k -19,128
13 Pekin Hardy Strauss, Inc. 0.22% of their portfolio CHICAGO, IL 76,50376.5k $2.1m $2.1m 0.22% Added +13.1k +13,130
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 48,10648.1k $1.3m $1.3m 0.00% Added +18.8k +18,827
15 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 42,70842.7k $1.2m $1.2m 0.00% Added +53 +53
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 30,50130.5k $848.5k $848.5k 0.00% Added +11.0k +10,974
17 Clear Creek Financial Management, LLC 0.06% of their portfolio SILVERDALE, WA 29,59829.6k $823.4k $823.4k 0.06% New
18 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 27,33627.3k $760.5k $760.5k 0.00% New
19 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 24,88524.9k $692.3k $692.3k 0.02% New
20 Trilogy Capital Inc. 0.03% of their portfolio IRVINE, CA 23,75423.8k $660.8k $660.8k 0.03% New
21 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,09823.1k $642.6k $642.6k 0.00% Unchanged
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 20,06020.1k $558.1k $558.1k 0.00% Reduced -1.4k -1,382
23 LANARK FINANCIAL, INC. 0.04% of their portfolio BIRMINGHAM, AL 19,40319.4k $539.8k $539.8k 0.04% Reduced -2.1k -2,148
24 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 18,43418.4k $512.8k $512.8k 0.00% Reduced -310 -310
25 Moors & Cabot, Inc. 0.02% of their portfolio BOSTON, MA 14,94914.9k $415.9k $415.9k 0.02% Added +6.7k +6,729
26 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 14,30514.3k $398.0k $398.0k 0.01% New
27 Treasure Coast Financial Planning 0.19% of their portfolio VERO BEACH, FL 13,47313.5k $374.8k $374.8k 0.19% Unchanged
28 Net Worth Advisory Group 0.07% of their portfolio SANDY, UT 12,81712.8k $356.6k $356.6k 0.07% Added +205 +205
29 ARKANSAS FINANCIAL GROUP, INC. 0.05% of their portfolio LITTLE ROCK, AR 11,92511.9k $344.9k $344.9k 0.05% Added +503 +503
30 Rubicon Advisors, GP 0.28% of their portfolio REDDING, CA 11,46111.5k $318.8k $318.8k 0.28% Added +516 +516
31 RFG Advisory, LLC 0.00% of their portfolio BIRMINGHAM, AL 9,7249.7k $270.5k $270.5k 0.00% Added +195 +195
32 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 9,6199.6k $267.6k $267.6k 0.00% New
33 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 9,3439.3k $259.9k $259.9k 0.00% Reduced -1.1k -1,095
34 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 8,8468.8k $246.1k $246.1k 0.01% Added +106 +106
35 Alexander Randolph Advisory, Inc. 0.21% of their portfolio MCLEAN, VA 8,5758.6k $238.6k $238.6k 0.21% Unchanged
36 Baker Ellis Asset Management LLC 0.03% of their portfolio Vancouver, WA 8,1008.1k $225.3k $225.3k 0.03% New
37 Betterment LLC 0.00% of their portfolio NEW YORK, NY 7,9678.0k $222.0k $222.0k 0.00% Added +483 +483
38 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 7,7767.8k $216.3k $216.3k 0.00% Added +1.3k +1,300
39 Gateway Wealth Partners, LLC 0.01% of their portfolio APPLETON, WI 7,3447.3k $204.3k $204.3k 0.01% New
40 E Fund Management Co., Ltd. 0.01% of their portfolio GUANGZHOU, F4 7,2297.2k $248.2k $248.2k 0.01% First filing
41 Smartleaf Asset Management LLC 0.01% of their portfolio BOSTON, MA 6,9567.0k $192.6k $192.6k 0.01% Added +196 +196
42 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,0183.0k $83.6k $83.6k 0.00% Reduced -2 -2
43 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 2,2852.3k $63.6k $63.6k 0.00% New
44 EVOLUTION WEALTH MANAGEMENT INC. 0.04% of their portfolio FORT MYERS, FL 1,7761.8k $49.4k $49.4k 0.04% Unchanged
45 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 980980 $27.8k $27.8k 0.00% Reduced -25 -25
46 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 931931 $25.9k $25.9k 0.00% Reduced -4 -4
47 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 919919 $25.6k $25.6k 0.00% Unchanged
48 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 443443 $12.0k $12.0k 0.00% Unchanged
49 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 440440 $12.2k $12.2k 0.00% Added +82 +82
50 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 367367 $10.2k $10.2k 0.00% Added +5 +5
51 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 286286 $7.9k $7.9k 0.00% Added +2 +2
52 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 268268 $7.5k $7.5k 0.00% Unchanged
53 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 234234 $6.5k $6.5k 0.00% Reduced -389 -389
54 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 227227 $6.3k $6.3k 0.00% Unchanged
55 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 200200 $5.6k $5.6k 0.00% Unchanged
56 Elevated Capital Advisors, LLC 0.00% of their portfolio SANDY, UT 106106 $3.0k $3.0k 0.00% Reduced -59 -59
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 6060 $1.7k $1.7k 0.00% New
58 Covestor Ltd 0.00% of their portfolio LONDON, X0 3636 $1.0k $1.0k 0.00% Unchanged
59 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 3333 $911 $911 0.00% Added +1 +1
60 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1515 $417 $417 0.00% Unchanged
61 FMR LLC 0.00% of their portfolio BOSTON, MA 33 $83 $83 0.00% Added +2 +2
62 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $28 $28 0.00% Unchanged