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Action Point Financial Planning’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Action Point Financial Planning’s Portfolio XSOE Stock Details XSOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.35M Buy
+47,696
New +$2.22M 0.24% 89

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Action Point Financial Planning's XSOE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2026: 47,696 shares worth $2.35M. The stake represents 0.24% of the portfolio and ranks #89 among its holdings.

235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Action Point Financial Planning held 47,696 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $2.35M as of Q2 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund was a new Action Point Financial Planning position in Q2 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.24% of Action Point Financial Planning's portfolio in Q2 2026, its #89 holding.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.