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XSOE icon

Harbour Investments’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Harbour Investments’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 		$655K Buy
16,342
+851
+5% +$35.4K 0.01% 923
2025
Q4 		$604K Buy
15,491
+332
+2% +$12.8K 0.01% 781
2025
Q3 		$575K Buy
15,159
+1,182
+8% +$42.3K 0.01% 768
2025
Q2 		$482K Sell
13,977
-594
-4% -$19K 0.01% 789
2025
Q1 		$450K Sell
14,571
-2,151
-13% -$66.8K 0.01% 749
2024
Q4 		$510K Sell
16,722
-91
-0.5% -$2.92K 0.01% 689
2024
Q3 		$555K Buy
16,813
+877
+6% +$27.2K 0.02% 628
2024
Q2 		$488K Buy
15,936
+1,218
+8% +$36.5K 0.02% 604
2024
Q1 		$434K Buy
14,718
+1,942
+15% +$55.3K 0.02% 645
2023
Q4 		$369K Buy
12,776
+1,745
+16% +$47.5K 0.02% 639
2023
Q3 		$294K Sell
11,031
-798
-7% -$22.4K 0.01% 667
2023
Q2 		$331K Sell
11,829
-200
-2% -$5.54K 0.02% 624
2023
Q1 		$335K Sell
12,029
-1,166
-9% -$32.7K 0.02% 593
2022
Q4 		$352K Sell
13,195
-8,977
-40% -$233K 0.02% 553
2022
Q3 		$636K Hold
22,172
– – 0.04% 371
2022
Q2 		$636K Buy
+22,172
New +$667K 0.04% 371
2021
Q4 		$1.62M Sell
43,933
-8,778
-17% -$330K 0.1% 207
2021
Q3 		$1.97M Sell
52,711
-10,741
-17% -$421K 0.06% 291
2021
Q2 		$2.67M Sell
63,452
-273,720
-81% -$11.3M 0.09% 217
2021
Q1 		$13.7M Buy
+337,172
New +$14.2M 0.49% 36

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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

Harbour Investments's XSOE Position: Q1 2026 in Review

Harbour Investments increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 5.5% in Q1 2026, buying an estimated $35.4K and bringing the position to 16,342 shares worth $655K. The position accounts for 0.01% of the portfolio, ranked #923.

Harbour Investments first reported a position in XSOE in Q1 2021 and has held it in 20 quarters since. The position peaked at $13.7M in Q1 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Harbour Investments held 16,342 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $655K as of Q1 2026.
  • Harbour Investments bought 851 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $35.4K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #923 holding.
  • Harbour Investments first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $13.7M in Q1 2021.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.