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

Evolution 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 		$23.1K Hold
469
– – 0.01% 446
2026
Q1 		$18.8K Sell
469
-1
-0.2% -$42 0.01% 428
2025
Q4 		$18.3K Buy
470
+398
+553% +$15.4K 0.02% 368
2025
Q3 		$2.73K Buy
+72
New +$2.58K ﹤0.01% 482

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

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

Evolution Wealth Management held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q2 2026 at 469 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #446.

Evolution Wealth Management first reported a position in XSOE in Q3 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Evolution Wealth Management held 469 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $23.1K as of Q2 2026.
  • Evolution Wealth Management left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #446 holding.
  • Evolution Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.