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Aptus Capital Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Aptus Capital Advisors’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 		$95.1K Hold
1,934
– – ﹤0.01% 1269
2026
Q1 		$77.6K Sell
1,934
-67
-3% -$2.79K ﹤0.01% 1198
2025
Q4 		$78.1K Buy
2,001
+595
+42% +$23K ﹤0.01% 1222
2025
Q3 		$53.3K Buy
1,406
+1
+0.1% +$36 ﹤0.01% 1220
2025
Q2 		$48.5K Hold
1,405
– – ﹤0.01% 1182
2025
Q1 		$43.4K Hold
1,405
– – ﹤0.01% 1128
2024
Q4 		$42.9K Sell
1,405
-123
-8% -$3.94K ﹤0.01% 1128
2024
Q3 		$50.5K Buy
1,528
+1,453
+1,937% +$45.1K ﹤0.01% 937
2024
Q2 		$2.3K Hold
75
– – ﹤0.01% 1105
2024
Q1 		$2.21K Buy
+75
New +$2.14K ﹤0.01% 1126
2023
Q4 		– Sell
-854
Closed -$22.8K – 996
2023
Q3 		$22.8K Hold
854
– – ﹤0.01% 741
2023
Q2 		$23.9K Hold
854
– – ﹤0.01% 640
2023
Q1 		$23.8K Buy
854
+2
+0.2% +$56 ﹤0.01% 620
2022
Q4 		$22.7K Hold
852
– – ﹤0.01% 643
2022
Q3 		$21K Hold
852
– – ﹤0.01% 614
2022
Q2 		$24K Hold
852
– – ﹤0.01% 526
2022
Q1 		$28K Hold
852
– – ﹤0.01% 544
2021
Q4 		$31K Hold
852
– – ﹤0.01% 449
2021
Q3 		$32K Hold
852
– – ﹤0.01% 437
2021
Q2 		$36K Hold
852
– – ﹤0.01% 445
2021
Q1 		$35K Buy
+852
New +$36K ﹤0.01% 414

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

Aptus Capital Advisors's XSOE Position: Q2 2026 in Review

Aptus Capital Advisors held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q2 2026 at 1,934 shares worth $95.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Aptus Capital Advisors first reported a position in XSOE in Q1 2021 and has held it in 21 quarters since. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Aptus Capital Advisors held 1,934 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $95.1K as of Q2 2026.
  • Aptus Capital Advisors left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1269 holding.
  • Aptus Capital Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and has held it in 21 quarters since.
  • 236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.