Envestnet Asset Management
XSOE icon

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

Envestnet 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 		$5.42M Sell
110,258
-3,248
-3% -$151K ﹤0.01% 2407
2026
Q1 		$4.55M Sell
113,506
-1,816
-2% -$75.6K ﹤0.01% 2378
2025
Q4 		$4.5M Sell
115,322
-3,146
-3% -$122K ﹤0.01% 2247
2025
Q3 		$4.49M Sell
118,468
-8,823
-7% -$316K ﹤0.01% 2329
2025
Q2 		$4.39M Sell
127,291
-15,765
-11% -$505K ﹤0.01% 2275
2025
Q1 		$4.42M Buy
143,056
+39,829
+39% +$1.24M ﹤0.01% 2211
2024
Q4 		$3.15M Sell
103,227
-43,080
-29% -$1.38M ﹤0.01% 2403
2024
Q3 		$4.83M Buy
146,307
+2,616
+2% +$81.3K ﹤0.01% 2125
2024
Q2 		$4.4M Sell
143,691
-1,114
-0.8% -$33.4K ﹤0.01% 2108
2024
Q1 		$4.27M Sell
144,805
-44,339
-23% -$1.26M ﹤0.01% 2091
2023
Q4 		$5.46M Sell
189,144
-20,031
-10% -$545K ﹤0.01% 1831
2023
Q3 		$5.58M Sell
209,175
-63,144
-23% -$1.77M ﹤0.01% 1722
2023
Q2 		$7.61M Buy
272,319
+1,463
+0.5% +$40.5K ﹤0.01% 1460
2023
Q1 		$7.54M Buy
270,856
+85,931
+46% +$2.41M ﹤0.01% 1400
2022
Q4 		$4.93M Sell
184,925
-157,574
-46% -$4.09M ﹤0.01% 1613
2022
Q3 		$8.43M Buy
342,499
+64,220
+23% +$1.79M ﹤0.01% 1212
2022
Q2 		$7.98M Sell
278,279
-145,419
-34% -$4.38M ﹤0.01% 1269
2022
Q1 		$13.8M Sell
423,698
-27,325
-6% -$948K 0.01% 1031
2021
Q4 		$16.6M Sell
451,023
-316,464
-41% -$11.9M 0.01% 923
2021
Q3 		$28.6M Sell
767,487
-107,596
-12% -$4.22M 0.02% 646
2021
Q2 		$36.8M Buy
875,083
+61,004
+7% +$2.52M 0.02% 548
2021
Q1 		$33.1M Buy
814,079
+85,714
+12% +$3.62M 0.02% 537
2020
Q4 		$28.9M Buy
728,365
+477,694
+191% +$17.6M 0.02% 508
2020
Q3 		$8.44M Sell
250,671
-11,817
-5% -$393K 0.01% 889
2020
Q2 		$7.85M Buy
262,488
+161,627
+160% +$4.42M 0.01% 891
2020
Q1 		$2.46M Sell
100,861
-311,413
-76% -$9.07M ﹤0.01% 1324
2019
Q4 		$12.9M Sell
412,274
-37,390
-8% -$1.1M 0.01% 698
2019
Q3 		$12.4M Sell
449,664
-29,351
-6% -$823K 0.01% 661
2019
Q2 		$13.8M Sell
479,015
-8,976
-2% -$256K 0.02% 598
2019
Q1 		$14.1M Buy
487,991
+424,639
+670% +$11.8M 0.02% 562
2018
Q4 		$1.62M Buy
+63,352
New +$1.65M ﹤0.01% 1450

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

Envestnet Asset Management's XSOE Position: Q2 2026 in Review

Envestnet Asset Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 2.9% in Q2 2026, selling an estimated $151K and leaving 110,258 shares worth $5.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2407.

Envestnet Asset Management first reported a position in XSOE in Q4 2018 and has held it in 31 quarters since. The position peaked at $36.8M in Q2 2021. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Envestnet Asset Management held 110,258 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $5.42M as of Q2 2026.
  • Envestnet Asset Management sold 3,248 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $151K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2407 holding.
  • Envestnet Asset Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2018 and has held it in 31 quarters since.
  • Envestnet Asset Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $36.8M in Q2 2021.
  • 236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.