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Atria Investments’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Atria Investments’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 		$5.42M Sell
110,106
-52,007
-32% -$2.42M 0.05% 367
2026
Q1 		$6.5M Sell
162,113
-2,094
-1% -$87.2K 0.07% 297
2025
Q4 		$6.41M Sell
164,207
-13,587
-8% -$525K 0.07% 300
2025
Q3 		$6.75M Sell
177,794
-5,186
-3% -$186K 0.08% 290
2025
Q2 		$6.31M Buy
182,980
+13,954
+8% +$447K 0.07% 305
2025
Q1 		$5.22M Buy
169,026
+4,577
+3% +$142K 0.07% 359
2024
Q4 		$5.01M Buy
164,449
+26,634
+19% +$853K 0.06% 345
2024
Q3 		$4.55M Sell
137,815
-6,840
-5% -$213K 0.06% 383
2024
Q2 		$4.43M Sell
144,655
-7,208
-5% -$216K 0.06% 375
2024
Q1 		$4.47M Buy
151,863
+10,616
+8% +$303K 0.06% 373
2023
Q4 		$4.08M Buy
141,247
+73,983
+110% +$2.01M 0.06% 349
2023
Q3 		$1.79M Buy
67,264
+17,302
+35% +$486K 0.03% 607
2023
Q2 		$1.4M Buy
49,962
+6,981
+16% +$193K 0.03% 694
2023
Q1 		$1.2M Buy
+42,981
New +$1.21M 0.02% 739
2021
Q4 		– Sell
-40,612
Closed -$1.52M – 882
2021
Q3 		$1.52M Sell
40,612
-2,509
-6% -$98.3K 0.03% 636
2021
Q2 		$1.81M Buy
43,121
+2,829
+7% +$117K 0.04% 540
2021
Q1 		$1.64M Buy
40,292
+3,083
+8% +$130K 0.04% 532
2020
Q4 		$1.48M Buy
+37,209
New +$1.37M 0.04% 519

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

Atria Investments's XSOE Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 32% in Q2 2026, selling an estimated $2.42M and leaving 110,106 shares worth $5.42M. The position accounts for 0.05% of the portfolio, ranked #367.

Atria Investments first reported a position in XSOE in Q4 2020 and has held it in 18 quarters since. The position peaked at $6.75M in Q3 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Atria Investments held 110,106 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $5.42M as of Q2 2026.
  • Atria Investments sold 52,007 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $2.42M.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.05% of Atria Investments's portfolio in Q2 2026, its #367 holding.
  • Atria Investments first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and has held it in 18 quarters since.
  • Atria Investments's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $6.75M in Q3 2025.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.