Ameriprise
XSOE icon

Ameriprise’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Ameriprise’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 		$11M Sell
224,459
-4,690
-2% -$218K ﹤0.01% 1988
2026
Q1 		$9.19M Sell
229,149
-701
-0.3% -$29.2K ﹤0.01% 1985
2025
Q4 		$8.96M Buy
229,850
+11,238
+5% +$434K ﹤0.01% 2002
2025
Q3 		$8.29M Sell
218,612
-11,088
-5% -$397K ﹤0.01% 2060
2025
Q2 		$7.92M Buy
229,700
+10,467
+5% +$335K ﹤0.01% 1996
2025
Q1 		$6.77M Sell
219,233
-106,077
-33% -$3.29M ﹤0.01% 2071
2024
Q4 		$9.91M Buy
325,310
+899
+0.3% +$28.8K ﹤0.01% 1812
2024
Q3 		$10.7M Buy
324,411
+24,560
+8% +$763K ﹤0.01% 1727
2024
Q2 		$9.19M Sell
299,851
-11,966
-4% -$359K ﹤0.01% 1818
2024
Q1 		$9.19M Sell
311,817
-4,815
-2% -$137K ﹤0.01% 1864
2023
Q4 		$9.18M Sell
316,632
-241,783
-43% -$6.58M ﹤0.01% 1859
2023
Q3 		$14.9M Sell
558,415
-256,592
-31% -$7.21M ﹤0.01% 1414
2023
Q2 		$22.8M Sell
815,007
-107,884
-12% -$2.99M 0.01% 1179
2023
Q1 		$25.7M Buy
922,891
+341,602
+59% +$9.59M 0.01% 1099
2022
Q4 		$15.5M Sell
581,289
-170,736
-23% -$4.44M 0.01% 1384
2022
Q3 		$18.5M Buy
752,025
+11,171
+2% +$312K 0.01% 1219
2022
Q2 		$21.3M Sell
740,854
-26,143
-3% -$787K 0.01% 1176
2022
Q1 		$25M Buy
766,997
+2,230
+0.3% +$77.4K 0.01% 1183
2021
Q4 		$28.1M Buy
764,767
+334,269
+78% +$12.6M 0.01% 1161
2021
Q3 		$16.1M Buy
430,498
+16,922
+4% +$663K 0.01% 1451
2021
Q2 		$17.4M Buy
413,576
+25,304
+7% +$1.05M 0.01% 1463
2021
Q1 		$15.8M Buy
388,272
+127,418
+49% +$5.38M 0.01% 1511
2020
Q4 		$10.3M Buy
260,854
+87,345
+50% +$3.21M ﹤0.01% 1728
2020
Q3 		$5.84M Buy
+173,509
New +$5.76M ﹤0.01% 1967

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

Ameriprise's XSOE Position: Q2 2026 in Review

Ameriprise reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 2% in Q2 2026, selling an estimated $218K and leaving 224,459 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Ameriprise first reported a position in XSOE in Q3 2020 and has held it in 24 quarters since. The position peaked at $28.1M in Q4 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Ameriprise held 224,459 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $11M as of Q2 2026.
  • Ameriprise sold 4,690 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $218K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #1988 holding.
  • Ameriprise first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2020 and has held it in 24 quarters since.
  • Ameriprise's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $28.1M in Q4 2021.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.