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

Aprio 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 Q2	$9.42M	Sell	297,246 -24,437	-8%	-$782K	0.47%	52
2026 Q1	$10M	Buy	321,683 +25,039	+8%	+$824K	0.55%	42
2025 Q4	$9.62M	Buy	296,644 +33,159	+13%	+$1.14M	0.55%	43
2025 Q3	$9.13M	Buy	263,485 +39,330	+18%	+$1.35M	0.91%	22
2025 Q2	$7.72M	Buy	224,155 +41,707	+23%	+$1.32M	0.87%	23
2025 Q1	$5.42M	Buy	182,448 +24,587	+16%	+$753K	0.68%	32
2024 Q4	$4.85M	Buy	157,861 +18,784	+14%	+$602K	0.71%	26
2024 Q3	$4.59M	Buy	+139,077	New	+$4.54M	0.73%	26

Other funds holding XC

Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return

tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

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

Viaable Wayne, Pennsylvania $121M AUM

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Aprio Wealth Management's XC Position: Q2 2026 in Review

Aprio Wealth Management reduced its WisdomTree True Emerging Markets Fund (XC) stake by 7.6% in Q2 2026, selling an estimated $782K and leaving 297,246 shares worth $9.42M. The position accounts for 0.47% of the portfolio, ranked #52.

Aprio Wealth Management first reported a position in XC in Q3 2024 and has held it in 8 quarters since. The position peaked at $10M in Q1 2026. 29 funds tracked by Wall St. Rank hold XC as of Q2 2026.

Aprio Wealth Management held 297,246 shares of WisdomTree True Emerging Markets Fund worth $9.42M as of Q2 2026.
Aprio Wealth Management sold 24,437 WisdomTree True Emerging Markets Fund shares in Q2 2026, an estimated $782K.
WisdomTree True Emerging Markets Fund made up 0.47% of Aprio Wealth Management's portfolio in Q2 2026, its #52 holding.
Aprio Wealth Management first reported a position in WisdomTree True Emerging Markets Fund in Q3 2024 and has held it in 8 quarters since.
Aprio Wealth Management's WisdomTree True Emerging Markets Fund position peaked at $10M in Q1 2026.
29 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.