BFC Planning, Inc.’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

BFC Planning, Inc.’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	$8.41K	Sell	171 -42	-20%	-$1.95K	﹤0.01%	2453
2026 Q1	$8.52K	Sell	213 -15	-7%	-$624	﹤0.01%	2107
2025 Q4	$8.92K	Sell	228 -24	-10%	-$927	﹤0.01%	2120
2025 Q3	$9.6K	Sell	252 -19	-7%	-$680	﹤0.01%	1948
2025 Q2	$9.33K	Sell	271 -8	-3%	-$256	﹤0.01%	1844
2025 Q1	$8.62K	Buy	+279	New	+$8.66K	﹤0.01%	1834
2024 Q4	–	Hold	0	–	–	–	2597

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

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

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

BFC Planning, Inc.'s XSOE Position: Q2 2026 in Review

BFC Planning, Inc. reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 20% in Q2 2026, selling an estimated $1.95K and leaving 171 shares worth $8.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

BFC Planning, Inc. first reported a position in XSOE in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.6K in Q3 2025. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

BFC Planning, Inc. held 171 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $8.41K as of Q2 2026.
BFC Planning, Inc. sold 42 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $1.95K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2453 holding.
BFC Planning, Inc. first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2025 and has held it in 6 quarters since.
BFC Planning, Inc.'s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $9.6K in Q3 2025.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.