Vault-13

WISDOMTREE TR ELD

EM LCL DEBT FD · ETP · CUSIP 97717X867

64 institutional holders +2 vs Q1 2026
2,846,1642.8m shares reported held*
$81.7mreported value*
8 new 28 added 13 reduced 8 sold out net bought ≈ $8.8m (+306.4k 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 ($65.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $28.70.

Trends to Q2 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: 62Q2 26: 6464Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202664

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 24 bought or addedQ3 24: 17 cut or sold outQ4 24: 19 bought or addedQ4 24: 21 cut or sold outQ4 24Q1 25: 21 bought or addedQ1 25: 19 cut or sold outQ2 25: 23 bought or addedQ2 25: 17 cut or sold outQ2 25Q3 25: 26 bought or addedQ3 25: 17 cut or sold outQ4 25: 32 bought or addedQ4 25: 13 cut or sold outQ4 25Q1 26: 38 bought or addedQ1 26: 14 cut or sold outQ2 26: 36 bought or addedQ2 26: 21 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242417
Q4 20241921
Q1 20252119
Q2 20252317
Q3 20252617
Q4 20253213
Q1 20263814
Q2 20263621

Calls vs puts

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

CallsPuts
$0$2k$4k$6k$8kQ3 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 —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$0$8.0k—
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

FOSTER & MOTLEY INC New +337,708+337.7k
JANE STREET GROUP, LLC Added +98,942+98.9k
LPL Financial LLC Added +88,923+88.9k
Clear Creek Financial Management, LLC Added +25,728+25.7k
OLD MISSION CAPITAL LLC Added +20,167+20.2k
COLUMBIA ADVISORY PARTNERS LLC New +11,232+11.2k
Barnes Wealth Management Group, Inc New +10,448+10.4k
WealthPoint Financial, LLC New +8,455+8.5k
Pekin Hardy Strauss, Inc. Added +8,054+8.1k
W.H. Cornerstone Investments Inc. New +7,793+7.8k

Biggest sellers

AllGen Financial Advisors, Inc. Sold out -140,940-140.9k
Bank of New York Mellon Corp Reduced -102,230-102.2k
MORGAN STANLEY Reduced -30,186-30.2k
Janney Montgomery Scott LLC Reduced -21,417-21.4k
Moors & Cabot, Inc. Sold out -14,949-14.9k
Rubicon Advisors, GP Sold out -11,461-11.5k
OSAIC HOLDINGS, INC. Reduced -8,052-8.1k
Gateway Wealth Partners, LLC Sold out -7,344-7.3k
E Fund Management Co., Ltd. Sold out -7,229-7.2k
WELLS FARGO & COMPANY/MN Reduced -1,900-1.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Vontobel Holding Ltd. 0.04% of their portfolio ZURICH, V8 446,191446.2k $12.8m $12.8m 0.04% Reduced -1.3k -1,315
2 FOSTER & MOTLEY INC 0.45% of their portfolio CINCINNATI, OH 337,708337.7k $9.7m $9.7m 0.45% New
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 297,769297.8k $8.5m $8.5m 0.00% Added +5.1k +5,079
4 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 223,465223.5k $6.4m $6.4m 0.00% Added +98.9k +98,942
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 216,928216.9k $6.2m $6.2m 0.00% Reduced -1.9k -1,900
6 Elmwood Wealth Management, Inc. 1.05% of their portfolio BERKELEY, CA 146,261146.3k $4.2m $4.2m 1.05% Added +4.2k +4,205
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 137,029137.0k $3.9m $3.9m 0.00% Added +88.9k +88,923
8 Ignite Planners, LLC 0.43% of their portfolio SAN CLEMENTE, CA 108,360108.4k $3.1m $3.1m 0.43% Added +1.0k +1,028
9 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 97,84397.8k $2.8m $2.8m 0.01% Added +3.3k +3,330
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 95,94495.9k $2.8m $2.8m 0.00% Added +4.4k +4,388
11 Pekin Hardy Strauss, Inc. 0.21% of their portfolio CHICAGO, IL 84,55784.6k $2.4m $2.4m 0.21% Added +8.1k +8,054
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 84,53984.5k $2.4m $2.4m 0.00% Reduced -30.2k -30,186
13 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 79,79679.8k $2.3m $2.3m 0.00% Reduced -8.1k -8,052
14 Clear Creek Financial Management, LLC 0.10% of their portfolio SILVERDALE, WA 55,32655.3k $1.6m $1.6m 0.10% Added +25.7k +25,728
15 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 45,05245.1k $1.3m $1.3m 0.03% Added +20.2k +20,167
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 31,83231.8k $913.6k $913.6k 0.00% Added +1.3k +1,331
17 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 27,60027.6k $792.1k $792.1k 0.00% Added +264 +264
18 Trilogy Capital Inc. 0.03% of their portfolio IRVINE, CA 24,10524.1k $691.8k $691.8k 0.03% Added +351 +351
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,09823.1k $662.9k $662.9k 0.00% Unchanged
20 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 21,29121.3k $611.0k $611.0k 0.00% Reduced -21.4k -21,417
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 20,14820.1k $578.2k $578.2k 0.00% Added +88 +88
22 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 19,12919.1k $549.0k $549.0k 0.00% Added +695 +695
23 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 17,87317.9k $513.0k $513.0k 0.03% Reduced -1.5k -1,530
24 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 15,02515.0k $431.0k $431.0k 0.01% Added +720 +720
25 Treasure Coast Financial Planning 0.19% of their portfolio VERO BEACH, FL 13,47313.5k $386.7k $386.7k 0.19% Unchanged
26 Net Worth Advisory Group 0.09% of their portfolio SANDY, UT 12,67512.7k $363.8k $363.8k 0.09% Reduced -142 -142
27 COLUMBIA ADVISORY PARTNERS LLC 0.18% of their portfolio SPOKANE, WA 11,23211.2k $322.4k $322.4k 0.18% New
28 ARKANSAS FINANCIAL GROUP, INC. 0.04% of their portfolio LITTLE ROCK, AR 11,23111.2k $322.3k $322.3k 0.04% Reduced -694 -694
29 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 11,12111.1k $319.2k $319.2k 0.00% Added +3.3k +3,345
30 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 10,95010.9k $314.3k $314.3k 0.00% Added +1.3k +1,331
31 Barnes Wealth Management Group, Inc 0.14% of their portfolio Bakersfield, CA 10,44810.4k $299.9k $299.9k 0.14% New
32 RFG Advisory, LLC 0.00% of their portfolio BIRMINGHAM, AL 9,9329.9k $285.1k $285.1k 0.00% Added +208 +208
33 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 9,8779.9k $283.5k $283.5k 0.01% Added +1.0k +1,031
34 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 9,8359.8k $282.3k $282.3k 0.00% Reduced -102.2k -102,230
35 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 9,0359.0k $259.3k $259.3k 0.00% Reduced -308 -308
36 Baker Ellis Asset Management LLC 0.03% of their portfolio Vancouver, WA 8,6008.6k $246.8k $246.8k 0.03% Added +500 +500
37 Alexander Randolph Advisory, Inc. 0.20% of their portfolio MCLEAN, VA 8,5758.6k $246.1k $246.1k 0.20% Unchanged
38 WealthPoint Financial, LLC 0.18% of their portfolio CRAMERTON, NC 8,4558.5k $242.7k $242.7k 0.18% New
39 Betterment LLC 0.00% of their portfolio NEW YORK, NY 8,3378.3k $239.0k $239.0k 0.00% Added +370 +370
40 W.H. Cornerstone Investments Inc. 0.13% of their portfolio KINGSTON, MA 7,7937.8k $223.7k $223.7k 0.13% New
41 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 7,7207.7k $221.6k $221.6k 0.00% New
42 Smartleaf Asset Management LLC 0.01% of their portfolio BOSTON, MA 6,9567.0k $200.2k $200.2k 0.01% Unchanged
43 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 3,0683.1k $88.0k $88.0k 0.00% New
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,9513.0k $84.9k $84.9k 0.00% Reduced -67 -67
45 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 2,2852.3k $65.6k $65.6k 0.00% Unchanged
46 EVOLUTION WEALTH MANAGEMENT INC. 0.03% of their portfolio FORT MYERS, FL 1,6361.6k $47.0k $47.0k 0.03% Reduced -140 -140
47 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 939939 $26.9k $26.9k 0.00% Added +8 +8
48 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 919919 $26.4k $26.4k 0.00% Unchanged
49 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 646646 $18.5k $18.5k 0.00% Added +631 +631
50 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 443443 $12.0k $12.0k 0.00% Unchanged
51 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 441441 $12.7k $12.7k 0.00% Added +1 +1
52 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 373373 $10.7k $10.7k 0.00% Added +6 +6
53 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 287287 $8.2k $8.2k 0.00% Added +1 +1
54 Covestor Ltd 0.00% of their portfolio LONDON, X0 273273 $8.0k $8.0k 0.00% Added +237 +237
55 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 234234 $6.7k $6.7k 0.00% Unchanged
56 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 227227 $6.5k $6.5k 0.00% Unchanged
57 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 200200 $5.7k $5.7k 0.00% Unchanged
58 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 133133 $3.8k $3.8k 0.00% Reduced -135 -135
59 Elevated Capital Advisors, LLC 0.00% of their portfolio SANDY, UT 106106 $3.1k $3.1k 0.00% Unchanged
60 TOUNJIAN ADVISORY PARTNERS, LLC 0.00% of their portfolio FORT MYERS, FL 8080 $2.3k $2.3k 0.00% New
61 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5050 $1.4k $1.4k 0.00% First filing
62 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 3333 $954 $954 0.00% Unchanged
63 Planning Strategies Inc. 0.00% of their portfolio LANCASTER, PA 1111 $316 $316 0.00% First filing
64 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $29 $29 0.00% Unchanged