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 Q2	$7.73M	Sell	157,261 -5,786	-4%	-$269K	0.01%	797
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Focus Partners Wealth's XSOE Position: Q2 2026 in Review

Focus Partners Wealth reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 3.5% in Q2 2026, selling an estimated $269K and leaving 157,261 shares worth $7.73M. The position accounts for 0.01% of the portfolio, ranked #797.

Focus Partners Wealth first reported a position in XSOE in Q3 2024 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Focus Partners Wealth held 157,261 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $7.73M as of Q2 2026.
Focus Partners Wealth sold 5,786 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $269K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #797 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 8 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.