Anderson Financial Strategies, LLC EMCB β€” WISDOMTREE EMERG MKTS CORP BOND ETF

Ownership history in Anderson Financial Strategies, LLC  Β·  6 quarters on record

AI Ownership Summary

Anderson Financial Strategies, LLC reported WISDOMTREE EMERG MKTS CORP BOND ETF (EMCB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.26% in 2025 Q4. The latest visible filing shows EMCB at 2.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EMCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Anderson Financial Strategies, LLC's position in WISDOMTREE EMERG MKTS CORP BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EMCB was reported at 2.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.26% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Anderson Financial Strategies, LLC held EMCB β€” position size vs. price
% of Fund (quarterly)    EMCB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 60,680 +2,594 +4.5% 2.22% $4.0M 2026-05-15 $65.40
2025 Q4 ADDED β€” β€” β€” 58,086 +2,652 +4.8% 2.26% $3.9M 2026-02-24 $65.96
2025 Q3 ADDED β€” β€” β€” 55,434 +2,997 +5.7% 2.20% $3.7M 2025-11-05 $64.43
2025 Q2 REDUCED β€” β€” β€” 52,437 -775 -1.5% 2.21% $3.5M 2025-08-11 $63.39
2025 Q1 REDUCED 6.1% +2.2% ❌ 53,212 -3,446 -6.1% 2.13% $3.5M 2025-05-28 $61.44
2024 Q4 INITIATED β€” β€” β€” 56,658 β€” β€” 2.22% $3.7M 2025-02-14 $60.49

🏒 Other funds also holding EMCB

As of 2026 Q2 β€” sorted by position size

MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.14% Fermata Advisors, LLC 3Y 0.05%

FAQ About Anderson Financial Strategies, LLC and EMCB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Anderson Financial Strategies, LLC reported owning EMCB?

Anderson Financial Strategies, LLC reported EMCB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported EMCB position in Anderson Financial Strategies, LLC's portfolio?

The largest reported portfolio weight for EMCB was 2.26% in 2025 Q4.

What is the latest reported EMCB position on this page?

The most recent filing on this page is 2026 Q1, when Anderson Financial Strategies, LLC reported 60,680 shares, equal to 2.22% of portfolio, with an estimated market value of $4.0M.

What does the chart on this EMCB ownership page compare?

The chart compares Anderson Financial Strategies, LLC's quarterly EMCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Anderson Financial Strategies, LLC time their EMCB position?

Based on 13F filing dates vs. subsequent EMCB price moves, Anderson Financial Strategies, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on EMCB relative to SPY over the holding period was -9.8%.

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