CIBC Private Wealth Group
XSOE icon

CIBC Private Wealth Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$2.66K Hold
68
– – ﹤0.01% 2757
2025
Q3 		$2.57K Buy
68
+1
+1% +$36 ﹤0.01% 2693
2025
Q2 		$2.32K Sell
67
-2,205
-97% -$70.6K ﹤0.01% 2605
2025
Q1 		$61.9K Buy
2,272
+172
+8% +$5.34K ﹤0.01% 1555
2024
Q4 		$64.1K Hold
2,100
– – ﹤0.01% 1593
2024
Q3 		$69.4K Sell
2,100
-1,488
-41% -$46.2K ﹤0.01% 1651
2024
Q2 		$113K Sell
3,588
-458
-11% -$13.7K ﹤0.01% 1352
2024
Q1 		$120K Buy
+4,046
New +$115K ﹤0.01% 1315

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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CIBC Private Wealth Group's XSOE Position: Q4 2025 in Review

CIBC Private Wealth Group held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q4 2025 at 68 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2757.

CIBC Private Wealth Group first reported a position in XSOE in Q1 2024 and has held it in 8 quarters since. The position peaked at $120K in Q1 2024. 234 funds tracked by Wall St. Rank hold XSOE as of Q4 2025.

  • CIBC Private Wealth Group held 68 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $2.66K as of Q4 2025.
  • CIBC Private Wealth Group left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q4 2025.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2757 holding.
  • CIBC Private Wealth Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $120K in Q1 2024.
  • 234 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.