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Fidelity targeted emerg shares owned by Whipplewood Advisors

Quarter-by-quarter ownership of Fidelity targeted emerg (FDEM) shares owned by Whipplewood Advisors from 13F filings

Historical chart of Whipplewood Advisors investment in Fidelity targeted emerg

Tip: Access up to 7 years of quarterly data

All positions including Fidelity targeted emerg held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity targeted emerg by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $463k 15k 30.88

More positions owned by Whipplewood Advisors

Janus Detroit Str Tr Exchange Traded Fund (JAAA)
Innovator Etfs Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Western Asset Premier Bd Closed-end Fund (WEA)
Vanguard Specialized Funds Exchange Traded Fund (VIG)
First Tr Exchange-traded Exchange Traded Fund (RDVI)
Apple Common / Ordinary Stock (AAPL)
Vanguard Intl Equity Index F Exchange Traded Fund (VT)
Ishares Tr Exchange Traded Fund (MTUM)
Ark Etf Tr Exchange Traded Fund (ARKK)
Vanguard Whitehall Fds Exchange Traded Fund (VIGI)
Vanguard Tax-managed Fds Exchange Traded Fund (VEA)
Schwab Strategic Tr Exchange Traded Fund (FNDF)
J P Morgan Exchange Traded F Exchange Traded Fund (JEPQ)
J P Morgan Exchange Traded F Exchange Traded Fund (JEPI)

View all positions for Whipplewood Advisors

Top funds holding Fidelity targeted emerg

Thrivent Financial for Lutherans
Commonwealth Equity Services
McAdam
Advisor Group Holdings
Salus Financial Advisors
MAI Wealth Advisors
Raymond James Financial
Kestra Advisory Services
Envestnet Asset Management
Smartleaf Asset Management
Cetera Investment Advisers
Archer Investment Management
Citadel Advisors
Sunbelt Securities
Wayfinding Financial

View all funds holding Fidelity targeted emerg