AFTS
XSOE icon

American Financial & Tax Strategies’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

American Financial & Tax Strategies’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 		$12M Sell
243,709
-1,541
-0.6% -$71.6K 5.41% 1
2026
Q1 		$9.83M Sell
245,250
-5,586
-2% -$233K 4.78% 2
2025
Q4 		$9.79M Sell
250,836
-9,762
-4% -$377K 4.88% 2
2025
Q3 		$9.89M Sell
260,598
-14,112
-5% -$505K 4.93% 2
2025
Q2 		$9.47M Sell
274,710
-8,216
-3% -$263K 4.89% 2
2025
Q1 		$8.73M Sell
282,926
-15,004
-5% -$466K 4.7% 2
2024
Q4 		$9.08M Buy
297,930
+3,712
+1% +$119K 4.71% 4
2024
Q3 		$9.72M Sell
294,218
-822
-0.3% -$25.5K 4.93% 2
2024
Q2 		$9.04M Buy
295,040
+2,807
+1% +$84.2K 4.76% 2
2024
Q1 		$8.61M Buy
292,233
+21,180
+8% +$604K 4.62% 3
2023
Q4 		$7.83M Buy
+271,053
New +$7.38M 4.47% 3

Other funds holding XSOE

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
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

American Financial & Tax Strategies's XSOE Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.63% in Q2 2026, selling an estimated $71.6K and leaving 243,709 shares worth $12M. The position accounts for 5.41% of the portfolio, ranked #1.

American Financial & Tax Strategies first reported a position in XSOE in Q4 2023 and has held it in 11 quarters since. 166 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • American Financial & Tax Strategies held 243,709 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $12M as of Q2 2026.
  • American Financial & Tax Strategies sold 1,541 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $71.6K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 5.41% of American Financial & Tax Strategies's portfolio in Q2 2026, its #1 holding.
  • American Financial & Tax Strategies first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and has held it in 11 quarters since.
  • 166 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.