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

Concurrent Investment 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 Q1	–	Sell	-50,423	Closed	-$1.97M	–	2062
2025 Q4	$1.97M	Sell	50,423 -3,336	-6%	-$129K	0.02%	576
2025 Q3	$2.04M	Sell	53,759 -7,844	-13%	-$281K	0.04%	465
2025 Q2	$2.12M	Buy	61,603 +7,667	+14%	+$246K	0.04%	419
2025 Q1	$1.67M	Buy	+53,936	New	+$1.67M	0.04%	410

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

ETS

ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

Concurrent Investment Advisors's XSOE Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2026, closing a stake of 50,423 shares — an estimated $1.97M sold.

Concurrent Investment Advisors first reported a position in XSOE in Q1 2025 and held it in 4 quarters. The position peaked at $2.12M in Q2 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

Concurrent Investment Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 50,423 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $1.97M.
Concurrent Investment Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2025 and held it in 4 quarters.
Concurrent Investment Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2.12M in Q2 2025.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.