Chicago Partners Investment Group’s WisdomTree True Emerging Markets Fund XC Stock Holding History

Chicago Partners Investment Group’s Portfolio XC Stock Details XC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.13M	Buy	100,147 +1,384	+1%	+$44.3K	0.06%	257
2026 Q1	$3.24M	Buy	98,763 +1,603	+2%	+$52.7K	0.07%	234
2025 Q4	$3.28M	Buy	97,160 +4,164	+4%	+$144K	0.08%	210
2025 Q3	$3.3M	Buy	92,996 +378	+0.4%	+$13K	0.09%	202
2025 Q2	$3.2M	Buy	92,618 +69	+0.1%	+$2.18K	0.09%	192
2025 Q1	$2.91M	Buy	92,549 +1,123	+1%	+$34.4K	0.1%	187
2024 Q4	$2.85M	Sell	91,426 -17,336	-16%	-$555K	0.09%	180
2024 Q3	$3.54M	Buy	108,762 +626	+0.6%	+$20.4K	0.13%	142
2024 Q2	$3.45M	Buy	108,136 +3,356	+3%	+$104K	0.13%	142
2024 Q1	$3.12M	Buy	104,780 +5,313	+5%	+$157K	0.13%	136
2023 Q4	$2.86M	Buy	99,467 +8,255	+9%	+$224K	0.13%	143
2023 Q3	$2.33M	Buy	91,212 +78,936	+643%	+$2.18M	0.13%	157
2023 Q2	$342K	Buy	+12,276	New	+$327K	0.02%	502

Other funds holding XC

Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Viaable Wayne, Pennsylvania $121M AUM

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Chicago Partners Investment Group's XC Position: Q2 2026 in Review

Chicago Partners Investment Group increased its WisdomTree True Emerging Markets Fund (XC) stake by 1.4% in Q2 2026, buying an estimated $44.3K and bringing the position to 100,147 shares worth $3.13M. The position accounts for 0.06% of the portfolio, ranked #257.

Chicago Partners Investment Group first reported a position in XC in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.54M in Q3 2024. 29 funds tracked by Wall St. Rank hold XC as of Q2 2026.

Chicago Partners Investment Group held 100,147 shares of WisdomTree True Emerging Markets Fund worth $3.13M as of Q2 2026.
Chicago Partners Investment Group bought 1,384 WisdomTree True Emerging Markets Fund shares in Q2 2026, an estimated $44.3K.
WisdomTree True Emerging Markets Fund made up 0.06% of Chicago Partners Investment Group's portfolio in Q2 2026, its #257 holding.
Chicago Partners Investment Group first reported a position in WisdomTree True Emerging Markets Fund in Q2 2023 and has held it in 13 quarters since.
Chicago Partners Investment Group's WisdomTree True Emerging Markets Fund position peaked at $3.54M in Q3 2024.
29 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.