Gould Asset Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Gould Asset Management’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	$9.84M	Sell	245,444 -3,687	-1%	-$153K	1.71%	14
2025 Q4	$9.72M	Sell	249,131 -6,570	-3%	-$254K	1.72%	15
2025 Q3	$9.7M	Buy	255,701 +33,825	+15%	+$1.21M	1.8%	15
2025 Q2	$7.65M	Sell	221,876 -12,831	-5%	-$411K	1.5%	14
2025 Q1	$7.25M	Sell	234,707 -2,682	-1%	-$83.2K	1.49%	14
2024 Q4	$7.24M	Buy	237,389 +22,840	+11%	+$732K	1.52%	15
2024 Q3	$7.09M	Buy	214,549 +43,714	+26%	+$1.36M	1.52%	13
2024 Q2	$5.23M	Buy	170,835 +29,430	+21%	+$883K	1.21%	16
2024 Q1	$4.17M	Buy	+141,405	New	+$4.03M	1.01%	17

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

Gould Asset Management's XSOE Position: Q1 2026 in Review

Gould Asset Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.5% in Q1 2026, selling an estimated $153K and leaving 245,444 shares worth $9.84M. The position accounts for 1.71% of the portfolio, ranked #14.

Gould Asset Management 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.

Gould Asset Management held 245,444 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $9.84M as of Q1 2026.
Gould Asset Management sold 3,687 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $153K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 1.71% of Gould Asset Management's portfolio in Q1 2026, its #14 holding.
Gould Asset Management 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 Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.