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

Belpointe Asset 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 Q1	$210K	Buy	+5,227	New	+$218K	0.01%	995
2025 Q4	–	Sell	-16,561	Closed	-$628K	–	1117
2025 Q3	$628K	Buy	+16,561	New	+$593K	0.02%	557
2023 Q2	–	Sell	-4,981	Closed	-$139K	–	3434
2023 Q1	$139K	Sell	4,981 -790	-14%	-$22.2K	0.01%	1123
2022 Q4	$154K	Sell	5,771 -517	-8%	-$13.4K	0.01%	1011
2022 Q3	$155K	Sell	6,288 -919	-13%	-$25.7K	0.01%	950
2022 Q2	$207K	Sell	7,207 -23,967	-77%	-$721K	0.01%	813
2022 Q1	$1.02M	Buy	31,174 +4,593	+17%	+$159K	0.06%	327
2021 Q4	$980K	Sell	26,581 -5,492	-17%	-$206K	0.06%	323
2021 Q3	$1.2M	Sell	32,073 -9,335	-23%	-$366K	0.08%	268
2021 Q2	$1.74M	Buy	41,408 +1,094	+3%	+$45.2K	0.13%	181
2021 Q1	$1.64M	Sell	40,314 -6,555	-14%	-$277K	0.14%	159
2020 Q4	$1.86M	Buy	46,869 +14,517	+45%	+$534K	0.17%	133
2020 Q3	$1.09M	Sell	32,352 -1,422	-4%	-$47.2K	0.12%	188
2020 Q2	$1.01M	Buy	+33,774	New	+$923K	0.13%	168
2020 Q1	–	Sell	-3,660	Closed	-$114K	–	814
2019 Q4	$114K	Hold	3,660	–	–	0.01%	735
2019 Q3	$101K	Hold	3,660	–	–	0.02%	669
2019 Q2	$106K	Buy	+3,660	New	+$105K	0.02%	589
2019 Q1	–	Sell	-3,980	Closed	-$102K	–	602
2018 Q4	$102K	Hold	3,980	–	–	0.03%	490
2018 Q3	$112K	Buy	+3,980	New	+$115K	0.02%	615

Other funds holding XSOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Belpointe Asset Management's XSOE Position: Q1 2026 in Review

Belpointe Asset Management opened a new position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2026: 5,227 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #995 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in XSOE as recently as Q3 2025.

Belpointe Asset Management first reported a position in XSOE in Q3 2018 and has held it in 19 quarters since. The position peaked at $1.86M in Q4 2020. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

Belpointe Asset Management held 5,227 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $210K as of Q1 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund was a new Belpointe Asset Management position in Q1 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #995 holding.
Belpointe Asset Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2018 and has held it in 19 quarters since.
Belpointe Asset Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.86M in Q4 2020.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.