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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Gen-Wealth Partners's XSOE Position: Q1 2026 in Review

Gen-Wealth Partners held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q1 2026 at 4,290 shares worth $172K. The position accounts for 0.05% of the portfolio, ranked #261.

Gen-Wealth Partners first reported a position in XSOE in Q1 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

Gen-Wealth Partners held 4,290 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $172K as of Q1 2026.
Gen-Wealth Partners left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q1 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.05% of Gen-Wealth Partners's portfolio in Q1 2026, its #261 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 9 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.