Corient Private Wealth
XSOE icon

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

Corient Private Wealth’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 		$260K Sell
5,283
-146
-3% -$6.78K ﹤0.01% 2628
2026
Q1 		$218K Sell
5,429
-1,626
-23% -$67.7K ﹤0.01% 2511
2025
Q4 		$276K Sell
7,055
-1,362
-16% -$52.6K ﹤0.01% 2227
2025
Q3 		$319K Buy
8,417
+990
+13% +$35.5K ﹤0.01% 2080
2025
Q2 		$256K Sell
7,427
-1,860
-20% -$59.6K ﹤0.01% 2091
2025
Q1 		$287K Sell
9,287
-428
-4% -$13.3K ﹤0.01% 1879
2024
Q4 		$296K Sell
9,715
-3,285
-25% -$105K ﹤0.01% 1899
2024
Q3 		$429K Buy
13,000
+598
+5% +$18.6K ﹤0.01% 1822
2024
Q2 		$380K Buy
12,402
+1,745
+16% +$52.4K ﹤0.01% 1782
2024
Q1 		$314K Sell
10,657
-1,188
-10% -$33.9K ﹤0.01% 1867
2023
Q4 		$342K Sell
11,845
-9,098
-43% -$248K ﹤0.01% 1803
2023
Q3 		$559K Sell
20,943
-5,064
-19% -$142K ﹤0.01% 1434
2023
Q2 		$727K Sell
26,007
-10,242
-28% -$284K ﹤0.01% 1273
2023
Q1 		$1.01M Sell
36,249
-10,660
-23% -$299K ﹤0.01% 1083
2022
Q4 		$1.25M Buy
+46,909
New +$1.22M ﹤0.01% 846

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

Corient Private Wealth's XSOE Position: Q2 2026 in Review

Corient Private Wealth reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 2.7% in Q2 2026, selling an estimated $6.78K and leaving 5,283 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

Corient Private Wealth first reported a position in XSOE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.25M in Q4 2022. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Corient Private Wealth held 5,283 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $260K as of Q2 2026.
  • Corient Private Wealth sold 146 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $6.78K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2628 holding.
  • Corient Private Wealth first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.25M in Q4 2022.
  • 236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.