Focus Partners Wealth
XSOE icon

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

Focus Partners Wealth’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 		$6.54M Sell
163,047
-12,923
-7% -$538K 0.01% 842
2025
Q4 		$6.87M Sell
175,970
-6,210
-3% -$240K 0.01% 833
2025
Q3 		$6.91M Sell
182,180
-5,757
-3% -$206K 0.01% 661
2025
Q2 		$6.48M Sell
187,937
-10,207
-5% -$327K 0.01% 600
2025
Q1 		$6.12M Sell
198,144
-10,568
-5% -$328K 0.02% 578
2024
Q4 		$6.36M Sell
208,712
-5,612
-3% -$180K 0.02% 562
2024
Q3 		$7.08M Buy
+214,324
New +$6.66M 0.02% 478

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

Focus Partners Wealth's XSOE Position: Q1 2026 in Review

Focus Partners Wealth reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 7.3% in Q1 2026, selling an estimated $538K and leaving 163,047 shares worth $6.54M. The position accounts for 0.01% of the portfolio, ranked #842.

Focus Partners Wealth first reported a position in XSOE in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.08M in Q3 2024. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Focus Partners Wealth held 163,047 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $6.54M as of Q1 2026.
  • Focus Partners Wealth sold 12,923 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $538K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #842 holding.
  • Focus Partners Wealth first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $7.08M in Q3 2024.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.