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Clearwater Capital Advisors’s WisdomTree True Emerging Markets Fund XC Stock Holding History

Clearwater Capital Advisors’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 		$7M Sell
224,509
-229,726
-51% -$7.56M 0.57% 34
2025
Q4 		$14.7M Buy
454,235
+3,447
+0.8% +$119K 1.23% 20
2025
Q3 		$15.6M Buy
450,788
+7,739
+2% +$266K 1.33% 18
2025
Q2 		$15.3M Buy
+443,049
New +$14M 1.39% 18

Other funds holding XC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
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
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
LPL Financial
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Clearwater Capital Advisors's XC Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its WisdomTree True Emerging Markets Fund (XC) stake by 51% in Q1 2026, selling an estimated $7.56M and leaving 224,509 shares worth $7M. The position accounts for 0.57% of the portfolio, ranked #34.

Clearwater Capital Advisors first reported a position in XC in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.6M in Q3 2025. 34 funds tracked by Wall St. Rank hold XC as of Q1 2026.

  • Clearwater Capital Advisors held 224,509 shares of WisdomTree True Emerging Markets Fund worth $7M as of Q1 2026.
  • Clearwater Capital Advisors sold 229,726 WisdomTree True Emerging Markets Fund shares in Q1 2026, an estimated $7.56M.
  • WisdomTree True Emerging Markets Fund made up 0.57% of Clearwater Capital Advisors's portfolio in Q1 2026, its #34 holding.
  • Clearwater Capital Advisors first reported a position in WisdomTree True Emerging Markets Fund in Q2 2025 and has held it in 4 quarters since.
  • Clearwater Capital Advisors's WisdomTree True Emerging Markets Fund position peaked at $15.6M in Q3 2025.
  • 34 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.