Fidelity Investments
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Fidelity Investments’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Fidelity Investments’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 		$236K Buy
5,895
+1,481
+34% +$61.6K ﹤0.01% 3417
2025
Q4 		$172K Sell
4,414
-69
-2% -$2.67K ﹤0.01% 3503
2025
Q3 		$170K Buy
4,483
+226
+5% +$8.09K ﹤0.01% 3434
2025
Q2 		$147K Sell
4,257
-459
-10% -$14.7K ﹤0.01% 3442
2025
Q1 		$146K Buy
4,716
+731
+18% +$22.7K ﹤0.01% 3378
2024
Q4 		$121K Buy
3,985
+322
+9% +$10.3K ﹤0.01% 3465
2024
Q3 		$121K Sell
3,663
-676
-16% -$21K ﹤0.01% 3386
2024
Q2 		$133K Buy
4,339
+2,399
+124% +$72K ﹤0.01% 3192
2024
Q1 		$57.1K Buy
1,940
+752
+63% +$21.4K ﹤0.01% 3520
2023
Q4 		$34.3K Sell
1,188
-577
-33% -$15.7K ﹤0.01% 3697
2023
Q3 		$47.1K Sell
1,765
-777
-31% -$21.8K ﹤0.01% 3391
2023
Q2 		$71K Buy
2,542
+281
+12% +$7.78K ﹤0.01% 3290
2023
Q1 		$62.9K Buy
2,261
+2,242
+11,800% +$62.9K ﹤0.01% 3354
2022
Q4 		$507 Sell
19
-867
-98% -$22.5K ﹤0.01% 4743
2022
Q3 		$22K Sell
886
-227
-20% -$6.34K ﹤0.01% 3816
2022
Q2 		$32K Sell
1,113
-18
-2% -$542 ﹤0.01% 3732
2022
Q1 		$37K Sell
1,131
-52
-4% -$1.8K ﹤0.01% 3787
2021
Q4 		$43K Sell
1,183
-33
-3% -$1.24K ﹤0.01% 3270
2021
Q3 		$45K Sell
1,216
-1,296
-52% -$50.8K ﹤0.01% 3238
2021
Q2 		$105K Buy
2,512
+1,516
+152% +$62.7K ﹤0.01% 3023
2021
Q1 		$40K Sell
996
-73
-7% -$3.08K ﹤0.01% 3103
2020
Q4 		$42K Buy
1,069
+621
+139% +$22.8K ﹤0.01% 3038
2020
Q3 		$15K Buy
+448
New +$14.9K ﹤0.01% 3124
2020
Q1 		– Sell
-54
Closed -$2K – 4325
2019
Q4 		$2K Sell
54
-6
-10% -$176 ﹤0.01% 3591
2019
Q3 		$1K Buy
60
+59
+5,900% +$1.65K ﹤0.01% 3691
2019
Q2 		$0 Buy
+1
New +$29 ﹤0.01% 4232
2019
Q1 		– Sell
-1
Closed – – 4280
2018
Q4 		$0 Buy
+1
New +$26 ﹤0.01% 4238

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

Fidelity Investments's XSOE Position: Q1 2026 in Review

Fidelity Investments increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 34% in Q1 2026, buying an estimated $61.6K and bringing the position to 5,895 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #3417.

Fidelity Investments first reported a position in XSOE in Q4 2018 and has held it in 27 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Fidelity Investments held 5,895 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $236K as of Q1 2026.
  • Fidelity Investments bought 1,481 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $61.6K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3417 holding.
  • Fidelity Investments first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2018 and has held it in 27 quarters since.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.