Betterment LLC
XSOE icon

Betterment LLC’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Betterment LLC’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 		$7.09M Sell
176,918
-10,668
-6% -$444K 0.01% 157
2025
Q4 		$7.32M Sell
187,586
-2,521
-1% -$97.4K 0.01% 147
2025
Q3 		$7.21M Buy
190,107
+2,127
+1% +$76.2K 0.01% 143
2025
Q2 		$6.48M Sell
187,980
-4,902
-3% -$157K 0.01% 139
2025
Q1 		$5.95M Buy
192,882
+10,397
+6% +$323K 0.01% 137
2024
Q4 		$5.56M Buy
182,485
+12,818
+8% +$411K 0.01% 133
2024
Q3 		$5.6M Sell
169,667
-439
-0.3% -$13.6K 0.01% 126
2024
Q2 		$5.21M Buy
170,106
+2,778
+2% +$83.3K 0.01% 118
2024
Q1 		$4.93M Buy
167,328
+15,153
+10% +$432K 0.01% 106
2023
Q4 		$4.39M Buy
152,175
+6,725
+5% +$183K 0.01% 100
2023
Q3 		$3.88M Buy
145,450
+7,322
+5% +$206K 0.01% 93
2023
Q2 		$3.86M Buy
138,128
+13,126
+11% +$363K 0.01% 92
2023
Q1 		$3.48M Buy
125,002
+2,722
+2% +$76.4K 0.01% 98
2022
Q4 		$3.26M Buy
122,280
+8,872
+8% +$230K 0.01% 99
2022
Q3 		$3.25M Hold
113,408
– – 0.01% 98
2022
Q2 		$3.25M Buy
113,408
+16,909
+18% +$509K 0.01% 98
2022
Q1 		$3.15M Buy
96,499
+84,433
+700% +$2.93M 0.01% 103
2021
Q4 		$445K Buy
+12,066
New +$453K ﹤0.01% 167

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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

Betterment LLC's XSOE Position: Q1 2026 in Review

Betterment LLC reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 5.7% in Q1 2026, selling an estimated $444K and leaving 176,918 shares worth $7.09M. The position accounts for 0.01% of the portfolio, ranked #157.

Betterment LLC first reported a position in XSOE in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.32M in Q4 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Betterment LLC held 176,918 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $7.09M as of Q1 2026.
  • Betterment LLC sold 10,668 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $444K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Betterment LLC's portfolio in Q1 2026, its #157 holding.
  • Betterment LLC first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and has held it in 18 quarters since.
  • Betterment LLC's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $7.32M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.