GWM
XC icon

Goldenstone Wealth Management’s WisdomTree True Emerging Markets Fund XC Stock Holding History

Goldenstone Wealth Management’s Portfolio XC Stock Details XC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$422K Sell
13,300
-1
-0% -$32 0.28% 58
2026
Q1 		$416K Buy
13,301
+8
+0.1% +$263 0.3% 52
2025
Q4 		$431K Buy
+13,293
New +$458K 0.32% 47

Other funds holding XC

OC
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
TI
tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
V
Viaable Wayne, Pennsylvania $121M AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goldenstone Wealth Management's XC Position: Q2 2026 in Review

Goldenstone Wealth Management reduced its WisdomTree True Emerging Markets Fund (XC) stake by 0.01% in Q2 2026, selling an estimated $32 and leaving 13,300 shares worth $422K. The position accounts for 0.28% of the portfolio, ranked #58.

Goldenstone Wealth Management first reported a position in XC in Q4 2025 and has held it in 3 quarters since. The position peaked at $431K in Q4 2025. 30 funds tracked by Wall St. Rank hold XC as of Q2 2026.

  • Goldenstone Wealth Management held 13,300 shares of WisdomTree True Emerging Markets Fund worth $422K as of Q2 2026.
  • Goldenstone Wealth Management sold 1 WisdomTree True Emerging Markets Fund share in Q2 2026, an estimated $32.
  • WisdomTree True Emerging Markets Fund made up 0.28% of Goldenstone Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Goldenstone Wealth Management first reported a position in WisdomTree True Emerging Markets Fund in Q4 2025 and has held it in 3 quarters since.
  • Goldenstone Wealth Management's WisdomTree True Emerging Markets Fund position peaked at $431K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.