Grove Street Fiduciary’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Grove Street Fiduciary’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	$495K	Hold	10,073	–	–	0.21%	44
2026 Q1	$404K	Hold	10,073	–	–	0.18%	46
2025 Q4	$393K	Sell	10,073 -3,428	-25%	-$132K	0.16%	49
2025 Q3	$512K	Sell	13,501 -13,714	-50%	-$491K	0.24%	40
2025 Q2	$938K	Hold	27,215	–	–	0.45%	31
2025 Q1	$840K	Sell	27,215 -3,421	-11%	-$106K	0.43%	31
2024 Q4	$934K	Buy	+30,636	New	+$981K	0.49%	28

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

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

Grove Street Fiduciary's XSOE Position: Q2 2026 in Review

Grove Street Fiduciary held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q2 2026 at 10,073 shares worth $495K. The position accounts for 0.21% of the portfolio, ranked #44.

Grove Street Fiduciary first reported a position in XSOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $938K in Q2 2025. 99 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Grove Street Fiduciary held 10,073 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $495K as of Q2 2026.
Grove Street Fiduciary left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.21% of Grove Street Fiduciary's portfolio in Q2 2026, its #44 holding.
Grove Street Fiduciary first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2024 and has held it in 7 quarters since.
Grove Street Fiduciary's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $938K in Q2 2025.
99 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Grove Street Fiduciary's 13F filing for Q2 2026, filed 23 Jul 2026.