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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NWMP

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Aprio Wealth Management increased its WisdomTree True Emerging Markets Fund (XC) stake by 8.4% in Q1 2026, buying an estimated $824K and bringing the position to 321,683 shares worth $10M. The position accounts for 0.55% of the portfolio, ranked #42.

Aprio Wealth Management first reported a position in XC in Q3 2024 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold XC as of Q1 2026.

Aprio Wealth Management held 321,683 shares of WisdomTree True Emerging Markets Fund worth $10M as of Q1 2026.
Aprio Wealth Management bought 25,039 WisdomTree True Emerging Markets Fund shares in Q1 2026, an estimated $824K.
WisdomTree True Emerging Markets Fund made up 0.55% of Aprio Wealth Management's portfolio in Q1 2026, its #42 holding.
Aprio Wealth Management first reported a position in WisdomTree True Emerging Markets Fund in Q3 2024 and has held it in 7 quarters since.
34 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.