Arax Advisory Partners’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Arax Advisory Partners’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	$10.9M	Buy	220,764 +14,308	+7%	+$665K	0.07%	283
2026 Q1	$8.28M	Buy	206,456 +7,419	+4%	+$309K	0.23%	90
2025 Q4	$7.77M	Buy	+199,037	New	+$7.69M	0.23%	91
2025 Q3	–	Sell	-194,450	Closed	-$6.7M	–	4351
2025 Q2	$6.7M	Buy	194,450 +51,803	+36%	+$1.66M	0.31%	61
2025 Q1	$4.4M	Buy	142,647 +13,579	+11%	+$421K	0.28%	66
2024 Q4	$3.93M	Buy	+129,068	New	+$4.13M	0.25%	70
2022 Q3	–	Sell	-211	Closed	-$6K	–	1273
2022 Q2	$6K	Sell	211 -2,390	-92%	-$71.9K	﹤0.01%	757
2022 Q1	$85K	Buy	2,601 +76	+3%	+$2.64K	0.01%	366
2021 Q4	$93K	Hold	2,525	–	–	0.01%	357
2021 Q3	$94K	Hold	2,525	–	–	0.01%	345
2021 Q2	$106K	Buy	+2,525	New	+$104K	0.01%	323

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

Arax Advisory Partners's XSOE Position: Q2 2026 in Review

Arax Advisory Partners increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 6.9% in Q2 2026, buying an estimated $665K and bringing the position to 220,764 shares worth $10.9M. The position accounts for 0.07% of the portfolio, ranked #283.

Arax Advisory Partners first reported a position in XSOE in Q2 2021 and has held it in 11 quarters since. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Arax Advisory Partners held 220,764 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $10.9M as of Q2 2026.
Arax Advisory Partners bought 14,308 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $665K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.07% of Arax Advisory Partners's portfolio in Q2 2026, its #283 holding.
Arax Advisory Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2021 and has held it in 11 quarters since.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.