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 Q3	$66.8K	Buy	+2,188	New	+$70.1K	0.02%	290
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

Oarsman Capital Milwaukee, Wisconsin $990M AUM 15.7% 1-Year Est. Return

Sterling Manor Financial Saratoga Springs, New York $173M AUM

tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return

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

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Legacy Financial Advisors Covington, Kentucky $847M AUM 25.19% 1-Year Est. Return

Balance Wealth's XC Position: Q3 2026 in Review

Balance Wealth opened a new position in WisdomTree True Emerging Markets Fund (XC) in Q3 2026: 2,188 shares worth $66.8K. The stake represents 0.02% of the portfolio and ranks #290 among its holdings. This is a return to the name: Balance Wealth previously reported a position in XC as recently as Q1 2026.

Balance Wealth first reported a position in XC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.37M in Q2 2025. 22 funds tracked by Wall St. Rank hold XC as of Q3 2026.

Balance Wealth held 2,188 shares of WisdomTree True Emerging Markets Fund worth $66.8K as of Q3 2026.
WisdomTree True Emerging Markets Fund was a new Balance Wealth position in Q3 2026.
WisdomTree True Emerging Markets Fund made up 0.02% of Balance Wealth's portfolio in Q3 2026, its #290 holding.
Balance Wealth first reported a position in WisdomTree True Emerging Markets Fund in Q2 2025 and has held it in 5 quarters since.
Balance Wealth's WisdomTree True Emerging Markets Fund position peaked at $1.37M in Q2 2025.
22 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.