Foundations Investment Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Foundations Investment Advisors’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	–	Sell	-5,587	Closed	-$224K	–	1322
2026 Q1	$224K	Sell	5,587 -2,789	-33%	-$116K	﹤0.01%	1057
2025 Q4	$327K	Buy	8,376 +2,774	+50%	+$107K	﹤0.01%	861
2025 Q3	$213K	Buy	+5,602	New	+$201K	﹤0.01%	977

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

Foundations Investment Advisors's XSOE Position: Q2 2026 in Review

Foundations Investment Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2026, closing a stake of 5,587 shares — an estimated $224K sold.

Foundations Investment Advisors first reported a position in XSOE in Q3 2025 and held it in 3 quarters. The position peaked at $327K in Q4 2025. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Foundations Investment Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2026 after selling out during the quarter.
Foundations Investment Advisors sold 5,587 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $224K.
Foundations Investment Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2025 and held it in 3 quarters.
Foundations Investment Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $327K in Q4 2025.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.