Fischer Financial Services’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Fischer Financial Services’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	$976K	Buy	24,342 +662	+3%	+$27.6K	0.33%	44
2025 Q4	$924K	Buy	23,680 +417	+2%	+$16.1K	0.24%	51
2025 Q3	$883K	Buy	23,263 +2,063	+10%	+$73.9K	0.24%	52
2025 Q2	$731K	Buy	21,200 +4,218	+25%	+$135K	0.21%	51
2025 Q1	$524K	Hold	16,982	–	–	0.17%	54
2024 Q4	$518K	Buy	+16,982	New	+$544K	0.16%	54

Other funds holding XSOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

Fischer Financial Services's XSOE Position: Q1 2026 in Review

Fischer Financial Services increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 2.8% in Q1 2026, buying an estimated $27.6K and bringing the position to 24,342 shares worth $976K. The position accounts for 0.33% of the portfolio, ranked #44.

Fischer Financial Services first reported a position in XSOE in Q4 2024 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

Fischer Financial Services held 24,342 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $976K as of Q1 2026.
Fischer Financial Services bought 662 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $27.6K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.33% of Fischer Financial Services's portfolio in Q1 2026, its #44 holding.
Fischer Financial Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2024 and has held it in 6 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.