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

Beaumont Capital 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	$4.47M	Sell	90,817 -8,857	-9%	-$412K	5.17%	13
2026 Q1	$4M	Sell	99,674 -5,351	-5%	-$223K	4.93%	12
2025 Q4	$4.1M	Sell	105,025 -2,666	-2%	-$103K	5.05%	13
2025 Q3	$4.09M	Sell	107,691 -12,038	-10%	-$431K	2.71%	17
2025 Q2	$4.13M	Buy	119,729 +17,451	+17%	+$559K	2.82%	15
2025 Q1	$3.16M	Buy	+102,278	New	+$3.17M	2.33%	16
2023 Q3	–	Sell	-56,259	Closed	-$1.57M	–	46
2023 Q2	$1.57M	Buy	56,259 +197	+0.4%	+$5.46K	1.09%	25
2023 Q1	$1.56M	Buy	+56,062	New	+$1.57M	1.08%	26
2022 Q3	–	Sell	-137,886	Closed	-$3.95M	–	44
2022 Q2	$3.95M	Sell	137,886 -2,157	-2%	-$64.9K	3.26%	7
2022 Q1	$4.58M	Sell	140,043 -116,762	-45%	-$4.05M	2.95%	13
2021 Q4	$9.46M	Buy	256,805 +118,761	+86%	+$4.46M	5.47%	2
2021 Q3	$5.15M	Buy	138,044 +31,298	+29%	+$1.23M	4.41%	14
2021 Q2	$4.49M	Buy	106,746 +53,363	+100%	+$2.21M	4.42%	13
2021 Q1	$2.17M	Sell	53,383 -15,889	-23%	-$671K	2.16%	17
2020 Q4	$2.75M	Buy	+69,272	New	+$2.55M	2.75%	15

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

Beaumont Capital Management's XSOE Position: Q2 2026 in Review

Beaumont Capital Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 8.9% in Q2 2026, selling an estimated $412K and leaving 90,817 shares worth $4.47M. The position accounts for 5.17% of the portfolio, ranked #13.

Beaumont Capital Management first reported a position in XSOE in Q4 2020 and has held it in 15 quarters since. The position peaked at $9.46M in Q4 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Beaumont Capital Management held 90,817 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $4.47M as of Q2 2026.
Beaumont Capital Management sold 8,857 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $412K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 5.17% of Beaumont Capital Management's portfolio in Q2 2026, its #13 holding.
Beaumont Capital Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and has held it in 15 quarters since.
Beaumont Capital Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $9.46M in Q4 2021.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Beaumont Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.