AWM
XC icon

AE Wealth Management’s WisdomTree True Emerging Markets Fund XC Stock Holding History

AE Wealth Management’s Portfolio XC Stock Details XC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-370
Closed -$12K – 2717
2025
Q4 		$12K Hold
370
– – ﹤0.01% 2110
2025
Q3 		$12.8K Buy
+370
New +$12.7K ﹤0.01% 1966

Other funds holding XC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
TI
tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

AE Wealth Management's XC Position: Q1 2026 in Review

AE Wealth Management sold out of WisdomTree True Emerging Markets Fund (XC) in Q1 2026, closing a stake of 370 shares — an estimated $12K sold.

AE Wealth Management first reported a position in XC in Q3 2025 and held it in 2 quarters. The position peaked at $12.8K in Q3 2025. 34 funds tracked by Wall St. Rank hold XC as of Q1 2026.

  • AE Wealth Management reported no remaining WisdomTree True Emerging Markets Fund position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 370 WisdomTree True Emerging Markets Fund shares in Q1 2026, an estimated $12K.
  • AE Wealth Management first reported a position in WisdomTree True Emerging Markets Fund in Q3 2025 and held it in 2 quarters.
  • AE Wealth Management's WisdomTree True Emerging Markets Fund position peaked at $12.8K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.