Encompass More Asset Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Encompass More Asset Management’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	$6.86M	Buy	139,500 +7,178	+5%	+$334K	1%	23
2026 Q1	$5.31M	Buy	132,322 +70,687	+115%	+$2.94M	0.89%	28
2025 Q4	$2.4M	Sell	61,635 -642	-1%	-$24.8K	0.44%	54
2025 Q3	$2.36M	Buy	+62,277	New	+$2.23M	0.45%	54
2024 Q1	–	Sell	-45,781	Closed	-$1.32M	–	129
2023 Q4	$1.32M	Buy	+45,781	New	+$1.25M	1.49%	18

Other funds holding XSOE

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $102M AUM

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Northbridge Financial Group Tampa, Florida $261M AUM

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return