EH
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Equitable Holdings’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Equitable Holdings’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 		$3.99M Buy
102,212
+2,911
+3% +$121K 0.03% 518
2025
Q4 		$3.87M Buy
99,301
+44,125
+80% +$1.7M 0.03% 438
2025
Q3 		$2.09M Buy
55,176
+5,712
+12% +$205K 0.02% 598
2025
Q2 		$1.71M Buy
49,464
+304
+0.6% +$9.73K 0.01% 622
2025
Q1 		$1.52M Buy
49,160
+1,090
+2% +$33.8K 0.01% 590
2024
Q4 		$1.47M Sell
48,070
-766
-2% -$24.5K 0.01% 563
2024
Q3 		$1.61M Buy
48,836
+427
+0.9% +$13.3K 0.02% 550
2024
Q2 		$1.48M Sell
48,409
-8,319
-15% -$250K 0.02% 548
2024
Q1 		$1.67M Sell
56,728
-6,978
-11% -$199K 0.02% 498
2023
Q4 		$1.84M Sell
63,706
-5,984
-9% -$163K 0.02% 432
2023
Q3 		$1.86M Buy
69,690
+1,677
+2% +$47.1K 0.03% 382
2023
Q2 		$1.9M Buy
68,013
+23,058
+51% +$639K 0.03% 368
2023
Q1 		$1.25M Buy
44,955
+7,758
+21% +$218K 0.02% 424
2022
Q4 		$992K Buy
37,197
+3,622
+11% +$94.1K 0.02% 446
2022
Q3 		$827K Buy
33,575
+5,884
+21% +$164K 0.02% 439
2022
Q2 		$794K Buy
27,691
+317
+1% +$9.54K 0.02% 456
2022
Q1 		$894K Sell
27,374
-6,493
-19% -$225K 0.01% 434
2021
Q4 		$1.25M Sell
33,867
-6,333
-16% -$238K 0.02% 358
2021
Q3 		$1.5M Buy
40,200
+4,981
+14% +$195K 0.03% 304
2021
Q2 		$1.48M Buy
35,219
+14,560
+70% +$602K 0.03% 304
2021
Q1 		$841K Buy
20,659
+3,420
+20% +$144K 0.02% 387
2020
Q4 		$684K Buy
17,239
+5,736
+50% +$211K 0.02% 390
2020
Q3 		$387K Buy
11,503
+1,248
+12% +$41.5K 0.01% 475
2020
Q2 		$307K Buy
+10,255
New +$280K 0.01% 502

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

Equitable Holdings's XSOE Position: Q1 2026 in Review

Equitable Holdings increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 2.9% in Q1 2026, buying an estimated $121K and bringing the position to 102,212 shares worth $3.99M. The position accounts for 0.03% of the portfolio, ranked #518.

Equitable Holdings first reported a position in XSOE in Q2 2020 and has held it in 24 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Equitable Holdings held 102,212 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $3.99M as of Q1 2026.
  • Equitable Holdings bought 2,911 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $121K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #518 holding.
  • Equitable Holdings first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and has held it in 24 quarters since.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.