Goldstein Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Goldstein Advisors’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	$9.24M	Buy	230,340 +2,291	+1%	+$95.4K	1.03%	22
2025 Q4	$8.9M	Buy	228,049 +1,675	+0.7%	+$64.7K	1.01%	22
2025 Q3	$8.59M	Buy	226,374 +2,863	+1%	+$103K	1.04%	21
2025 Q2	$7.71M	Sell	223,511 -1,572	-0.7%	-$50.3K	1.04%	19
2025 Q1	$6.95M	Buy	225,083 +21,624	+11%	+$671K	1.02%	18
2024 Q4	$6.2M	Buy	203,459 +10,024	+5%	+$321K	0.9%	20
2024 Q3	$6.39M	Buy	193,435 +17,864	+10%	+$555K	0.97%	19
2024 Q2	$5.38M	Buy	175,571 +12,815	+8%	+$384K	0.9%	21
2024 Q1	$4.79M	Buy	162,756 +22,331	+16%	+$636K	0.82%	22
2023 Q4	$4.06M	Buy	140,425 +7,478	+6%	+$204K	0.68%	23
2023 Q3	$3.55M	Buy	132,947 +10,579	+9%	+$297K	0.74%	24
2023 Q2	$3.42M	Buy	122,368 +22,614	+23%	+$626K	0.72%	26
2023 Q1	$2.78M	Buy	99,754 +10,097	+11%	+$283K	0.61%	30
2022 Q4	$2.39M	Buy	+89,657	New	+$2.33M	0.58%	30

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

Goldstein Advisors's XSOE Position: Q1 2026 in Review

Goldstein Advisors increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1% in Q1 2026, buying an estimated $95.4K and bringing the position to 230,340 shares worth $9.24M. The position accounts for 1.03% of the portfolio, ranked #22.

Goldstein Advisors first reported a position in XSOE in Q4 2022 and has held it in 14 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

Goldstein Advisors held 230,340 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $9.24M as of Q1 2026.
Goldstein Advisors bought 2,291 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $95.4K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 1.03% of Goldstein Advisors's portfolio in Q1 2026, its #22 holding.
Goldstein Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2022 and has held it in 14 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Goldstein Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.