Balance Wealth’s WisdomTree True Emerging Markets Fund XC Stock Holding History

Balance Wealth’s Portfolio XC Stock Details XC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,098	Closed	-$221K	–	178
2026 Q1	$221K	Sell	7,098 -4,490	-39%	-$148K	0.07%	136
2025 Q4	$376K	Sell	11,588 -33	-0.3%	-$1.14K	0.12%	105
2025 Q3	$403K	Sell	11,621 -28,254	-71%	-$970K	0.1%	103
2025 Q2	$1.37M	Buy	+39,875	New	+$1.26M	0.8%	33

Other funds holding XC

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Balance Wealth's XC Position: Q2 2026 in Review

Balance Wealth sold out of WisdomTree True Emerging Markets Fund (XC) in Q2 2026, closing a stake of 7,098 shares — an estimated $221K sold.

Balance Wealth first reported a position in XC in Q2 2025 and held it in 4 quarters. The position peaked at $1.37M in Q2 2025. 5 funds tracked by Wall St. Rank hold XC as of Q2 2026.

Balance Wealth reported no remaining WisdomTree True Emerging Markets Fund position as of Q2 2026 after selling out during the quarter.
Balance Wealth sold 7,098 WisdomTree True Emerging Markets Fund shares in Q2 2026, an estimated $221K.
Balance Wealth first reported a position in WisdomTree True Emerging Markets Fund in Q2 2025 and held it in 4 quarters.
Balance Wealth's WisdomTree True Emerging Markets Fund position peaked at $1.37M in Q2 2025.
5 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.