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Arcadia Investment Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Arcadia Investment Management’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
Q1 		$11.9K Buy
297
+30
+11% +$1.25K ﹤0.01% 204
2025
Q4 		$10.4K Hold
267
– – ﹤0.01% 220
2025
Q3 		$10.1K Hold
267
– – ﹤0.01% 226
2025
Q2 		$9.21K Hold
267
– – ﹤0.01% 226
2025
Q1 		$8.24K Hold
267
– – ﹤0.01% 245
2024
Q4 		$8.14K Hold
267
– – ﹤0.01% 279
2024
Q3 		$8.82K Hold
267
– – ﹤0.01% 228
2024
Q2 		$8.18K Hold
267
– – ﹤0.01% 283
2024
Q1 		$7.87K Sell
267
-420
-61% -$12K ﹤0.01% 284
2023
Q4 		$19.8K Hold
687
– – ﹤0.01% 259
2023
Q3 		$18.3K Sell
687
-375
-35% -$10.5K ﹤0.01% 263
2023
Q2 		$29.7K Hold
1,062
– – 0.01% 249
2023
Q1 		$29.6K Hold
1,062
– – 0.01% 265
2022
Q4 		$28.3K Hold
1,062
– – 0.01% 252
2022
Q3 		$26K Hold
1,062
– – 0.01% 217
2022
Q2 		$30K Sell
1,062
-7,725
-88% -$233K 0.01% 220
2022
Q1 		$287K Sell
8,787
-20,400
-70% -$708K 0.05% 120
2021
Q4 		$1.08M Sell
29,187
-1,490
-5% -$56K 0.18% 83
2021
Q3 		$1.15M Buy
30,677
+1,920
+7% +$75.2K 0.21% 80
2021
Q2 		$1.21M Buy
28,757
+3,887
+16% +$161K 0.23% 74
2021
Q1 		$1.01M Buy
+24,870
New +$1.05M 0.2% 79

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Arcadia Investment Management's XSOE Position: Q1 2026 in Review

Arcadia Investment Management increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 11% in Q1 2026, buying an estimated $1.25K and bringing the position to 297 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Arcadia Investment Management first reported a position in XSOE in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.21M in Q2 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Arcadia Investment Management held 297 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $11.9K as of Q1 2026.
  • Arcadia Investment Management bought 30 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $1.25K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #204 holding.
  • Arcadia Investment Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and has held it in 21 quarters since.
  • Arcadia Investment Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.21M in Q2 2021.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.