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XSOE icon

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Covestor's XSOE Position: Q1 2026 in Review

Covestor increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 53% in Q1 2026, buying an estimated $5.87K and bringing the position to 408 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #1210.

Covestor first reported a position in XSOE in Q4 2021 and has held it in 18 quarters since. The position peaked at $21K in Q1 2022. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Covestor held 408 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $16K as of Q1 2026.
  • Covestor bought 141 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $5.87K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Covestor's portfolio in Q1 2026, its #1210 holding.
  • Covestor first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and has held it in 18 quarters since.
  • Covestor's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $21K in Q1 2022.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.