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Atomi Financial Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Atomi Financial Group’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 		$277K Sell
6,917
-384
-5% -$16K 0.01% 997
2025
Q4 		$285K Sell
7,301
-46
-0.6% -$1.78K 0.01% 964
2025
Q3 		$279K Sell
7,347
-1,935
-21% -$69.3K 0.01% 934
2025
Q2 		$320K Sell
9,282
-4,282
-32% -$137K 0.01% 783
2025
Q1 		$419K Sell
13,564
-994
-7% -$30.9K 0.02% 607
2024
Q4 		$444K Sell
14,558
-1,351
-8% -$43.3K 0.02% 526
2024
Q3 		$525K Sell
15,909
-14,779
-48% -$459K 0.03% 434
2024
Q2 		$940K Sell
30,688
-18,183
-37% -$545K 0.07% 225
2024
Q1 		$1.44M Sell
48,871
-51,298
-51% -$1.46M 0.13% 142
2023
Q4 		$2.89M Buy
100,169
+23,057
+30% +$627K 0.4% 54
2023
Q3 		$2.06M Buy
77,112
+31,565
+69% +$887K 0.69% 34
2023
Q2 		$1.27M Sell
45,547
-16,331
-26% -$452K 0.58% 41
2023
Q1 		$1.72M Buy
+61,878
New +$1.74M 0.96% 20

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

Atomi Financial Group's XSOE Position: Q1 2026 in Review

Atomi Financial Group reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 5.3% in Q1 2026, selling an estimated $16K and leaving 6,917 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #997.

Atomi Financial Group first reported a position in XSOE in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.89M in Q4 2023. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Atomi Financial Group held 6,917 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $277K as of Q1 2026.
  • Atomi Financial Group sold 384 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $16K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #997 holding.
  • Atomi Financial Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2.89M in Q4 2023.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.