Envestnet Portfolio Solutions
XSOE icon

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

Envestnet Portfolio Solutions’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
Q2 		– Sell
-6,639
Closed -$205K – 1656
2025
Q1 		$205K Buy
+6,639
New +$206K ﹤0.01% 1496

Other funds holding XSOE

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Portfolio Solutions's XSOE Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2025, closing a stake of 6,639 shares — an estimated $205K sold.

Envestnet Portfolio Solutions first reported a position in XSOE in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 217 funds tracked by Wall St. Rank hold XSOE as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 6,639 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2025, an estimated $205K.
  • Envestnet Portfolio Solutions first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2025 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $205K in Q1 2025.
  • 217 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.