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Defined Financial Planning’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Defined Financial Planning’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
2025
Q3 		$5.27M Sell
136,181
-7,071
-5% -$253K 4.37% 8
2025
Q2 		$4.98M Buy
143,252
+8,304
+6% +$266K 4.42% 8
2025
Q1 		$4.18M Buy
134,948
+12,746
+10% +$396K 4.23% 8
2024
Q4 		$3.72M Buy
+122,202
New +$3.91M 3.98% 6

Other funds holding XSOE

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Defined Financial Planning's XSOE Position: Q3 2025 in Review

Defined Financial Planning reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 4.9% in Q3 2025, selling an estimated $253K and leaving 136,181 shares worth $5.27M. The position accounts for 4.37% of the portfolio, ranked #8.

Defined Financial Planning first reported a position in XSOE in Q4 2024 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold XSOE as of Q3 2025.

  • Defined Financial Planning held 136,181 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $5.27M as of Q3 2025.
  • Defined Financial Planning sold 7,071 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2025, an estimated $253K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 4.37% of Defined Financial Planning's portfolio in Q3 2025, its #8 holding.
  • Defined Financial Planning first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2024 and has held it in 4 quarters since.
  • 220 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.