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

Axxcess Wealth 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 Q2	$590K	Buy	+11,988	New	+$557K	0.01%	674
2026 Q1	–	Sell	-14,479	Closed	-$565K	–	1023
2025 Q4	$565K	Sell	14,479 -2	-0%	-$77	0.01%	665
2025 Q3	$549K	Sell	14,481 -1,197	-8%	-$42.9K	0.01%	596
2025 Q2	$541K	Sell	15,678 -367	-2%	-$11.8K	0.01%	573
2025 Q1	$495K	Buy	+16,045	New	+$498K	0.01%	560
2024 Q2	–	Sell	-6,921	Closed	-$204K	–	961
2024 Q1	$204K	Sell	6,921 -372	-5%	-$10.6K	0.01%	818
2023 Q4	$211K	Sell	7,293 -1,584	-18%	-$43.1K	0.01%	770
2023 Q3	$237K	Buy	8,877 +546	+7%	+$15.3K	0.01%	673
2023 Q2	$233K	Buy	8,331 +289	+4%	+$8K	0.02%	522
2023 Q1	$224K	Buy	+8,042	New	+$226K	0.02%	557

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

Axxcess Wealth Management's XSOE Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2026: 11,988 shares worth $590K. The stake represents 0.01% of the portfolio and ranks #674 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in XSOE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in XSOE in Q1 2023 and has held it in 10 quarters since. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Axxcess Wealth Management held 11,988 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $590K as of Q2 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund was a new Axxcess Wealth Management position in Q2 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #674 holding.
Axxcess Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2023 and has held it in 10 quarters since.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.