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

Golden State Equity 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 		– Sell
-19,650
Closed -$788K – 1788
2026
Q1 		$788K Buy
19,650
+9,900
+102% +$412K 0.06% 334
2025
Q4 		$380K Sell
9,750
-23
-0.2% -$888 0.06% 345
2025
Q3 		$371K Hold
9,773
– – 0.06% 320
2025
Q2 		$337K Sell
9,773
-23
-0.2% -$736 0.06% 321
2025
Q1 		$302K Sell
9,796
-251
-2% -$7.79K 0.06% 336
2024
Q4 		$306K Buy
10,047
+9,077
+936% +$291K 0.06% 330
2024
Q3 		$34.3K Sell
970
-8,902
-90% -$277K 0.02% 442
2024
Q2 		$302K Buy
+9,872
New +$296K 0.06% 318
2023
Q4 		$1.99M Buy
68,718
+5,150
+8% +$140K 0.48% 47
2023
Q3 		$1.69M Buy
63,568
+52,445
+472% +$1.47M 0.47% 54
2023
Q2 		$310K Sell
11,123
-14,559
-57% -$403K 0.09% 261
2023
Q1 		$714K Buy
+25,682
New +$721K 0.39% 74
2022
Q1 		$1.05M Buy
32,134
+15,082
+88% +$523K 0.53% 58
2021
Q4 		$628K Sell
17,052
-37,784
-69% -$1.42M 0.32% 80
2021
Q3 		$2.05M Sell
54,836
-37,546
-41% -$1.47M 0.83% 29
2021
Q2 		$3.89M Buy
92,382
+38,638
+72% +$1.6M 1.5% 14
2021
Q1 		$2.19M Buy
53,744
+40,132
+295% +$1.7M 1.25% 22
2020
Q4 		$539K Buy
+13,612
New +$500K 0.37% 76

Other funds holding XSOE

WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Golden State Equity Partners's XSOE Position: Q2 2026 in Review

Golden State Equity Partners sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2026, closing a stake of 19,650 shares — an estimated $788K sold.

Golden State Equity Partners first reported a position in XSOE in Q4 2020 and held it in 18 quarters. The position peaked at $3.89M in Q2 2021. 108 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Golden State Equity Partners reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 19,650 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $788K.
  • Golden State Equity Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 18 quarters.
  • Golden State Equity Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.89M in Q2 2021.
  • 108 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.