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

Global Retirement 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 Q2	$10.3K	Buy	+210	New	+$9.76K	﹤0.01%	3373
2025 Q4	$936	Hold	24	–	–	﹤0.01%	3898
2025 Q3	$911	Hold	24	–	–	﹤0.01%	3542
2025 Q2	$828	Buy	+24	New	+$769	﹤0.01%	3487
2021 Q4	–	Sell	-22	Closed	-$1K	–	1857
2021 Q3	$1K	Sell	22 -30,966	-100%	-$1.21M	﹤0.01%	1949
2021 Q2	$1.3M	Buy	30,988 +16,536	+114%	+$683K	0.13%	153
2021 Q1	$588K	Buy	14,452 +1,935	+15%	+$81.7K	0.07%	238
2020 Q4	$497K	Buy	12,517 +900	+8%	+$33.1K	0.06%	242
2020 Q3	$391K	Buy	+11,617	New	+$386K	0.06%	264

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

Global Retirement Partners's XSOE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2026: 210 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #3373 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XSOE as recently as Q4 2025.

Global Retirement Partners first reported a position in XSOE in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.3M in Q2 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Global Retirement Partners held 210 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $10.3K as of Q2 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund was a new Global Retirement Partners position in Q2 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3373 holding.
Global Retirement Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2020 and has held it in 9 quarters since.
Global Retirement Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.3M in Q2 2021.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.