Covestor
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Covestor’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Covestor’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
Q3 		$16K Buy
346
+9
+3% +$422 0.01% 1219
2026
Q2 		$17K Sell
337
-71
-17% -$3.3K 0.01% 1254
2026
Q1 		$16K Buy
408
+141
+53% +$5.87K 0.01% 1210
2025
Q4 		$10K Buy
267
+4
+2% +$155 0.01% 1599
2025
Q3 		$10K Sell
263
-18
-6% -$645 0.01% 1623
2025
Q2 		$10K Buy
281
+30
+12% +$961 0.01% 1616
2025
Q1 		$8K Buy
251
+22
+10% +$683 0.01% 1650
2024
Q4 		$7K Buy
229
+49
+27% +$1.57K ﹤0.01% 1683
2024
Q3 		$6K Sell
180
-29
-14% -$901 ﹤0.01% 1725
2024
Q2 		$6K Buy
209
+25
+14% +$750 ﹤0.01% 1759
2024
Q1 		$5K Buy
184
+20
+12% +$570 ﹤0.01% 1788
2023
Q4 		$5K Sell
164
-59
-26% -$1.61K ﹤0.01% 1775
2023
Q3 		$6K Sell
223
-65
-23% -$1.83K ﹤0.01% 1702
2023
Q2 		$8K Sell
288
-65
-18% -$1.8K 0.01% 1610
2023
Q1 		$10K Sell
353
-61
-15% -$1.71K 0.01% 1336
2022
Q4 		$11K Sell
414
-24
-5% -$623 0.01% 1302
2022
Q3 		$11K Sell
438
-32
-7% -$893 0.01% 1236
2022
Q2 		$14K Sell
470
-175
-27% -$5.27K 0.01% 1097
2022
Q1 		$21K Buy
645
+87
+16% +$3.02K 0.01% 1053
2021
Q4 		$21K Buy
+558
New +$21K 0.03% 853

Other funds holding XSOE

Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Evergreen Private Wealth
Evergreen Private Wealth Greenwood Village, Colorado $273M AUM 22.63% 1-Year Est. Return

Covestor's XSOE Position: Q3 2026 in Review

Covestor increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 2.7% in Q3 2026, buying an estimated $422 and bringing the position to 346 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #1219.

Covestor first reported a position in XSOE in Q4 2021 and has held it in 20 quarters since. The position peaked at $21K in Q1 2022. 84 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

  • Covestor held 346 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $16K as of Q3 2026.
  • Covestor bought 9 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $422.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Covestor's portfolio in Q3 2026, its #1219 holding.
  • Covestor first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and has held it in 20 quarters since.
  • Covestor's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $21K in Q1 2022.
  • 84 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.