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

BigSur Wealth 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	$2.19M	Buy	44,500 +37,000	+493%	+$1.72M	0.53%	53
2026 Q1	$301K	Buy	+7,500	New	+$312K	0.08%	141
2024 Q4	–	Sell	-2,500	Closed	-$82.6K	–	166
2024 Q3	$82.6K	Buy	+2,500	New	+$77.7K	0.02%	154

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

BigSur Wealth Management's XSOE Position: Q2 2026 in Review

BigSur Wealth Management increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 493% in Q2 2026, buying an estimated $1.72M and bringing the position to 44,500 shares worth $2.19M. The position accounts for 0.53% of the portfolio, ranked #53.

BigSur Wealth Management first reported a position in XSOE in Q3 2024 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

BigSur Wealth Management held 44,500 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $2.19M as of Q2 2026.
BigSur Wealth Management bought 37,000 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $1.72M.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.53% of BigSur Wealth Management's portfolio in Q2 2026, its #53 holding.
BigSur Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2024 and has held it in 3 quarters since.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.