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 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

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

Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return

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

NWMP

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Chicago Partners Investment Group's XC Position: Q1 2026 in Review

Chicago Partners Investment Group increased its WisdomTree True Emerging Markets Fund (XC) stake by 1.6% in Q1 2026, buying an estimated $52.7K and bringing the position to 98,763 shares worth $3.24M. The position accounts for 0.07% of the portfolio, ranked #234.

Chicago Partners Investment Group first reported a position in XC in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.54M in Q3 2024. 34 funds tracked by Wall St. Rank hold XC as of Q1 2026.

Chicago Partners Investment Group held 98,763 shares of WisdomTree True Emerging Markets Fund worth $3.24M as of Q1 2026.
Chicago Partners Investment Group bought 1,603 WisdomTree True Emerging Markets Fund shares in Q1 2026, an estimated $52.7K.
WisdomTree True Emerging Markets Fund made up 0.07% of Chicago Partners Investment Group's portfolio in Q1 2026, its #234 holding.
Chicago Partners Investment Group first reported a position in WisdomTree True Emerging Markets Fund in Q2 2023 and has held it in 12 quarters since.
Chicago Partners Investment Group's WisdomTree True Emerging Markets Fund position peaked at $3.54M in Q3 2024.
34 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.