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

Clearwater Capital Advisors’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 		$471K Sell
9,575
-854
-8% -$39.7K 0.03% 127
2026
Q1 		$418K Sell
10,429
-82
-0.8% -$3.41K 0.03% 121
2025
Q4 		$410K Sell
10,511
-248
-2% -$9.58K 0.03% 120
2025
Q3 		$408K Sell
10,759
-1,999
-16% -$71.6K 0.03% 121
2025
Q2 		$440K Sell
12,758
-328,160
-96% -$10.5M 0.04% 118
2025
Q1 		$10.5M Buy
340,918
+17,078
+5% +$530K 1.02% 25
2024
Q4 		$9.87M Buy
323,840
+37,199
+13% +$1.19M 0.97% 27
2024
Q3 		$9.47M Buy
286,641
+16,936
+6% +$526K 0.92% 28
2024
Q2 		$8.26M Buy
269,705
+9,185
+4% +$276K 0.88% 28
2024
Q1 		$7.67M Buy
260,520
+18,663
+8% +$532K 0.82% 30
2023
Q4 		$6.98M Buy
241,857
+51,193
+27% +$1.39M 0.78% 31
2023
Q3 		$5.09M Buy
190,664
+3,271
+2% +$91.9K 0.62% 31
2023
Q2 		$5.24M Buy
187,393
+7,447
+4% +$206K 0.62% 33
2023
Q1 		$5.01M Buy
179,946
+2,871
+2% +$80.6K 0.61% 35
2022
Q4 		$4.72M Buy
177,075
+10,046
+6% +$261K 0.62% 36
2022
Q3 		$4.11M Sell
167,029
-179,601
-52% -$5.01M 0.57% 44
2022
Q2 		$9.94M Sell
346,630
-6,757
-2% -$203K 1.36% 21
2022
Q1 		$11.5M Buy
353,387
+33,292
+10% +$1.16M 1.32% 23
2021
Q4 		$11.8M Buy
320,095
+87,886
+38% +$3.3M 1.3% 24
2021
Q3 		$8.67M Buy
232,209
+22,603
+11% +$886K 1% 30
2021
Q2 		$8.82M Buy
209,606
+21,014
+11% +$868K 1.03% 28
2021
Q1 		$7.67M Buy
+188,592
New +$7.97M 0.96% 28

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
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

Clearwater Capital Advisors's XSOE Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 8.2% in Q2 2026, selling an estimated $39.7K and leaving 9,575 shares worth $471K. The position accounts for 0.03% of the portfolio, ranked #127.

Clearwater Capital Advisors first reported a position in XSOE in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.8M in Q4 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Clearwater Capital Advisors held 9,575 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $471K as of Q2 2026.
  • Clearwater Capital Advisors sold 854 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $39.7K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.03% of Clearwater Capital Advisors's portfolio in Q2 2026, its #127 holding.
  • Clearwater Capital Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and has held it in 22 quarters since.
  • Clearwater Capital Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $11.8M in Q4 2021.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.