Armis Advisers’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Armis Advisers’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 Q3	$522K	Sell	11,289 -1,444	-11%	-$67.8K	0.04%	268
2026 Q2	$616K	Sell	12,733 -342	-3%	-$15.9K	0.06%	237
2026 Q1	$626K	Sell	13,075 -646	-5%	-$26.9K	0.06%	212
2025 Q4	$541K	Buy	+13,721	New	+$530K	0.06%	216
2025 Q3	–	Sell	-39,435	Closed	-$1.36M	–	515
2025 Q2	$1.36M	Sell	39,435 -10,813	-22%	-$346K	0.11%	152
2025 Q1	$1.55M	Sell	50,248 -1,253	-2%	-$38.9K	0.15%	122
2024 Q4	$1.57M	Buy	+51,501	New	+$1.65M	0.19%	94

Other funds holding XSOE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ESL Trust Services Rochester, New York $580M AUM 13.85% 1-Year Est. Return

Pallas Capital Advisors Braintree, Massachusetts $3.39B AUM 38.13% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Armis Advisers's XSOE Position: Q3 2026 in Review

Armis Advisers reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 11% in Q3 2026, selling an estimated $67.8K and leaving 11,289 shares worth $522K. The position accounts for 0.04% of the portfolio, ranked #268.

Armis Advisers first reported a position in XSOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.57M in Q4 2024. 185 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

Armis Advisers held 11,289 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $522K as of Q3 2026.
Armis Advisers sold 1,444 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $67.8K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.04% of Armis Advisers's portfolio in Q3 2026, its #268 holding.
Armis Advisers first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.57M in Q4 2024.
185 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.