Focus Partners Advisor Solutions’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Focus Partners Advisor Solutions’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	$582K	Sell	14,519 -1,267	-8%	-$52.7K	0.01%	736
2025 Q4	$616K	Buy	+15,786	New	+$610K	0.01%	651

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

Focus Partners Advisor Solutions's XSOE Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 8% in Q1 2026, selling an estimated $52.7K and leaving 14,519 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #736.

Focus Partners Advisor Solutions first reported a position in XSOE in Q4 2025 and has held it in 2 quarters since. The position peaked at $616K in Q4 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

Focus Partners Advisor Solutions held 14,519 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $582K as of Q1 2026.
Focus Partners Advisor Solutions sold 1,267 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $52.7K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #736 holding.
Focus Partners Advisor Solutions first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2025 and has held it in 2 quarters since.
Focus Partners Advisor Solutions's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $616K in Q4 2025.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.