Franklin Resources
XSOE icon

Franklin Resources’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Franklin Resources’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
2025
Q1 		– Sell
-165
Closed -$5.03K – 3080
2024
Q4 		$5.03K Hold
165
– – ﹤0.01% 2900
2024
Q3 		$5.48K Hold
165
– – ﹤0.01% 2889
2024
Q2 		$5.05K Buy
165
+7
+4% +$210 ﹤0.01% 2836
2024
Q1 		$4.66K Buy
+158
New +$4.5K ﹤0.01% 2845

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

Franklin Resources's XSOE Position: Q1 2025 in Review

Franklin Resources sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2025, closing a stake of 165 shares — an estimated $5.03K sold.

Franklin Resources first reported a position in XSOE in Q1 2024 and held it in 4 quarters. The position peaked at $5.48K in Q3 2024. 221 funds tracked by Wall St. Rank hold XSOE as of Q1 2025.

  • Franklin Resources reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2025 after selling out during the quarter.
  • Franklin Resources sold 165 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2025, an estimated $5.03K.
  • Franklin Resources first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2024 and held it in 4 quarters.
  • Franklin Resources's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $5.48K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2025.

Based on Franklin Resources's 13F filing for Q1 2025, filed 13 May 2025.