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

Caldwell Sutter Capital’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	$4.87K	Hold	99	–	–	﹤0.01%	690
2026 Q1	$3.97K	Hold	99	–	–	﹤0.01%	670
2025 Q4	$3.86K	Hold	99	–	–	﹤0.01%	659
2025 Q3	$3.76K	Hold	99	–	–	﹤0.01%	667
2025 Q2	$3.41K	Hold	99	–	–	﹤0.01%	660
2025 Q1	$3.06K	Buy	99 +33	+50%	+$1.02K	﹤0.01%	683
2024 Q4	$2.01K	Hold	66	–	–	﹤0.01%	743
2024 Q3	$2.18K	Buy	66 +22	+50%	+$684	﹤0.01%	745
2024 Q2	$1.35K	Hold	44	–	–	﹤0.01%	805
2024 Q1	$1.3K	Hold	44	–	–	﹤0.01%	801
2023 Q4	$1.27K	Hold	44	–	–	﹤0.01%	803
2023 Q3	$1.17K	Hold	44	–	–	﹤0.01%	782
2023 Q2	$1.23K	Buy	+44	New	+$1.22K	﹤0.01%	774

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

Caldwell Sutter Capital's XSOE Position: Q2 2026 in Review

Caldwell Sutter Capital held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q2 2026 at 99 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Caldwell Sutter Capital first reported a position in XSOE in Q2 2023 and has held it in 13 quarters since. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Caldwell Sutter Capital held 99 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $4.87K as of Q2 2026.
Caldwell Sutter Capital left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #690 holding.
Caldwell Sutter Capital first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2023 and has held it in 13 quarters since.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.