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

Exchange Capital 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
2025
Q2 		$1.58M Buy
45,901
+1,891
+4% +$60.6K 0.24% 103
2025
Q1 		$1.36M Buy
44,010
+1,568
+4% +$48.7K 0.22% 105
2024
Q4 		$1.29M Buy
42,442
+3,773
+10% +$121K 0.21% 110
2024
Q3 		$1.28M Buy
38,669
+4,052
+12% +$126K 0.2% 110
2024
Q2 		$1.06M Buy
34,617
+1,036
+3% +$31.1K 0.17% 122
2024
Q1 		$989K Buy
33,581
+3,807
+13% +$108K 0.16% 126
2023
Q4 		$860K Buy
29,774
+1,667
+6% +$45.4K 0.15% 123
2023
Q3 		$750K Buy
28,107
+1,796
+7% +$50.5K 0.14% 128
2023
Q2 		$735K Buy
26,311
+1,037
+4% +$28.7K 0.14% 128
2023
Q1 		$704K Buy
25,274
+874
+4% +$24.5K 0.14% 126
2022
Q4 		$651K Sell
24,400
-19,798
-45% -$514K 0.14% 125
2022
Q3 		$1.09M Buy
44,198
+1,511
+4% +$42.2K 0.25% 98
2022
Q2 		$1.22M Buy
42,687
+770
+2% +$23.2K 0.27% 97
2022
Q1 		$1.37M Sell
41,917
-351
-0.8% -$12.2K 0.26% 95
2021
Q4 		$1.56M Buy
42,268
+4,688
+12% +$176K 0.28% 92
2021
Q3 		$1.4M Buy
37,580
+1,986
+6% +$77.8K 0.27% 93
2021
Q2 		$1.5M Buy
35,594
+3,683
+12% +$152K 0.29% 91
2021
Q1 		$1.3M Buy
31,911
+3,729
+13% +$158K 0.27% 95
2020
Q4 		$1.12M Buy
28,182
+5,420
+24% +$199K 0.25% 98
2020
Q3 		$766K Buy
22,762
+5,255
+30% +$175K 0.19% 115
2020
Q2 		$524K Buy
+17,507
New +$479K 0.15% 125

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

Exchange Capital Management's XSOE Position: Q2 2025 in Review

Exchange Capital Management increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 4.3% in Q2 2025, buying an estimated $60.6K and bringing the position to 45,901 shares worth $1.58M. The position accounts for 0.24% of the portfolio, ranked #103.

Exchange Capital Management first reported a position in XSOE in Q2 2020 and has held it in 21 quarters since. 217 funds tracked by Wall St. Rank hold XSOE as of Q2 2025.

  • Exchange Capital Management held 45,901 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.58M as of Q2 2025.
  • Exchange Capital Management bought 1,891 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2025, an estimated $60.6K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.24% of Exchange Capital Management's portfolio in Q2 2025, its #103 holding.
  • Exchange Capital Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and has held it in 21 quarters since.
  • 217 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.