EWM
XSOE icon

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

Evermay Wealth 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 		$4.37M Sell
88,858
-39,216
-31% -$1.82M 0.45% 25
2026
Q1 		$5.14M Sell
128,074
-5,878
-4% -$245K 0.57% 24
2025
Q4 		$5.23M Sell
133,952
-61,109
-31% -$2.36M 0.59% 23
2025
Q3 		$7.4M Sell
195,061
-225,265
-54% -$8.07M 0.85% 21
2025
Q2 		$14.5M Buy
420,326
+63,023
+18% +$2.02M 1.78% 10
2025
Q1 		$11M Buy
357,303
+23,183
+7% +$720K 1.45% 12
2024
Q4 		$10.2M Buy
334,120
+26,704
+9% +$855K 1.54% 13
2024
Q3 		$10.2M Buy
307,416
+17,879
+6% +$556K 1.63% 10
2024
Q2 		$8.87M Buy
289,537
+153
+0.1% +$4.59K 1.42% 11
2024
Q1 		$8.53M Sell
289,384
-1,759
-0.6% -$50.1K 1.29% 12
2023
Q4 		$8.41M Buy
291,143
+28,854
+11% +$785K 1.55% 11
2023
Q3 		$7M Buy
262,289
+18,435
+8% +$518K 1.43% 11
2023
Q2 		$6.82M Buy
243,854
+15,627
+7% +$433K 1.31% 11
2023
Q1 		$6.35M Buy
228,227
+30,962
+16% +$869K 1.28% 13
2022
Q4 		$5.26M Sell
197,265
-11,594
-6% -$301K 1.07% 15
2022
Q3 		$5.14M Sell
208,859
-17,146
-8% -$479K 1.02% 15
2022
Q2 		$6.48M Sell
226,005
-122,313
-35% -$3.68M 1.26% 13
2022
Q1 		$11.4M Sell
348,318
-36,938
-10% -$1.28M 1.91% 12
2021
Q4 		$14.2M Sell
385,256
-7,080
-2% -$266K 2.54% 10
2021
Q3 		$14.6M Sell
392,336
-6,300
-2% -$247K 2.84% 8
2021
Q2 		$16.8M Buy
398,636
+76,921
+24% +$3.18M 3.11% 8
2021
Q1 		$13.1M Buy
321,715
+74,738
+30% +$3.16M 2.62% 8
2020
Q4 		$9.8M Buy
246,977
+56,633
+30% +$2.08M 2.16% 9
2020
Q3 		$6.41M Buy
190,344
+11,025
+6% +$366K 1.57% 11
2020
Q2 		$5.36M Buy
179,319
+128,701
+254% +$3.52M 1.41% 12
2020
Q1 		$1.24M Buy
+50,618
New +$1.47M 0.38% 30

Other funds holding XSOE

WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Evermay Wealth Management's XSOE Position: Q2 2026 in Review

Evermay Wealth Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 31% in Q2 2026, selling an estimated $1.82M and leaving 88,858 shares worth $4.37M. The position accounts for 0.45% of the portfolio, ranked #25.

Evermay Wealth Management first reported a position in XSOE in Q1 2020 and has held it in 26 quarters since. The position peaked at $16.8M in Q2 2021. 71 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Evermay Wealth Management held 88,858 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $4.37M as of Q2 2026.
  • Evermay Wealth Management sold 39,216 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $1.82M.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.45% of Evermay Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Evermay Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2020 and has held it in 26 quarters since.
  • Evermay Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $16.8M in Q2 2021.
  • 71 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.