EWA
XSOE icon

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

EverSource Wealth Advisors’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 		$1.51M Buy
30,780
+487
+2% +$22.6K 0.05% 263
2026
Q1 		$1.21M Buy
30,293
+551
+2% +$22.9K 0.04% 340
2025
Q4 		$1.16M Sell
29,742
-1,015
-3% -$39.2K 0.04% 298
2025
Q3 		$1.17M Sell
30,757
-6,554
-18% -$235K 0.05% 278
2025
Q2 		$1.29M Sell
37,311
-3,723
-9% -$119K 0.06% 226
2025
Q1 		$1.27M Sell
41,034
-571
-1% -$17.7K 0.07% 212
2024
Q4 		$1.27M Buy
41,605
+4,024
+11% +$129K 0.07% 211
2024
Q3 		$1.24M Buy
37,581
+1,180
+3% +$36.7K 0.08% 189
2024
Q2 		$1.13M Buy
36,401
+4,510
+14% +$135K 0.08% 202
2024
Q1 		$934K Buy
31,891
+5,989
+23% +$171K 0.07% 193
2023
Q4 		$748K Buy
25,902
+3,585
+16% +$97.6K 0.07% 196
2023
Q3 		$595K Buy
22,317
+10,002
+81% +$281K 0.06% 209
2023
Q2 		$344K Buy
12,315
+1,683
+16% +$46.6K 0.04% 285
2023
Q1 		$296K Buy
10,632
+2,604
+32% +$73.1K 0.04% 304
2022
Q4 		$214K Buy
8,028
+875
+12% +$22.7K 0.03% 344
2022
Q3 		$176K Buy
7,153
+2,245
+46% +$62.7K 0.04% 320
2022
Q2 		$141K Sell
4,908
-116
-2% -$3.49K 0.04% 309
2022
Q1 		$164K Buy
5,024
+753
+18% +$26.1K 0.04% 272
2021
Q4 		$157K Buy
+4,271
New +$161K 0.04% 259

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

EverSource Wealth Advisors's XSOE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.6% in Q2 2026, buying an estimated $22.6K and bringing the position to 30,780 shares worth $1.51M. The position accounts for 0.05% of the portfolio, ranked #263.

EverSource Wealth Advisors first reported a position in XSOE in Q4 2021 and has held it in 19 quarters since. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • EverSource Wealth Advisors held 30,780 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.51M as of Q2 2026.
  • EverSource Wealth Advisors bought 487 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $22.6K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #263 holding.
  • EverSource Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and has held it in 19 quarters since.
  • 236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.