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

Gen-Wealth Partners’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 Q3	$201K	Hold	4,290	–	–	0.06%	217
2026 Q2	$211K	Hold	4,290	–	–	0.06%	235
2026 Q1	$172K	Hold	4,290	–	–	0.05%	261
2025 Q4	$167K	Hold	4,290	–	–	0.05%	275
2025 Q3	$163K	Hold	4,290	–	–	0.06%	264
2025 Q2	$148K	Hold	4,290	–	–	0.06%	246
2025 Q1	$132K	Hold	4,290	–	–	0.06%	245
2024 Q4	$131K	Hold	4,290	–	–	0.06%	254
2024 Q3	$138K	Sell	4,290 -79	-2%	-$2.46K	0.06%	255
2024 Q2	$134K	Sell	4,369 -35	-0.8%	-$1.05K	0.06%	249
2024 Q1	$130K	Buy	+4,404	New	+$126K	0.06%	269

Other funds holding XSOE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Warren Street Wealth Advisors Newport Beach, California $510M AUM 20.51% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Gen-Wealth Partners's XSOE Position: Q3 2026 in Review

Gen-Wealth Partners held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q3 2026 at 4,290 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #217.

Gen-Wealth Partners first reported a position in XSOE in Q1 2024 and has held it in 11 quarters since. The position peaked at $211K in Q2 2026. 130 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

Gen-Wealth Partners held 4,290 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $201K as of Q3 2026.
Gen-Wealth Partners left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q3 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.06% of Gen-Wealth Partners's portfolio in Q3 2026, its #217 holding.
Gen-Wealth Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $211K in Q2 2026.
130 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.