HWP
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Highline Wealth Partners’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Highline Wealth Partners’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 		$19.5K Buy
396
+2
+0.5% +$93 ﹤0.01% 402
2026
Q1 		$15.8K Sell
394
-98
-20% -$4.08K ﹤0.01% 344
2025
Q4 		$19.2K Buy
492
+2
+0.4% +$77 0.01% 270
2025
Q3 		$18.6K Sell
490
-99
-17% -$3.55K 0.01% 287
2025
Q2 		$20.3K Sell
589
-572
-49% -$18.3K 0.01% 224
2025
Q1 		$35.8K Buy
1,161
+1
+0.1% +$31 0.01% 153
2024
Q4 		$35.3K Sell
1,160
-691
-37% -$22.1K 0.01% 149
2024
Q3 		$61.1K Sell
1,851
-640
-26% -$19.9K 0.02% 121
2024
Q2 		$76.3K Sell
2,491
-412
-14% -$12.4K 0.03% 114
2024
Q1 		$85.5K Sell
2,903
-230
-7% -$6.55K 0.03% 114
2023
Q4 		$90.5K Sell
3,133
-196
-6% -$5.33K 0.04% 111
2023
Q3 		$88.8K Sell
3,329
-74,052
-96% -$2.08M 0.05% 101
2023
Q2 		$2.16M Buy
77,381
+4,934
+7% +$137K 1.36% 19
2023
Q1 		$2.02M Buy
72,447
+40,373
+126% +$1.13M 1.38% 20
2022
Q4 		$856K Buy
32,074
+22,323
+229% +$580K 0.63% 46
2022
Q3 		$240K Buy
+9,751
New +$272K 0.2% 76

Other funds holding XSOE

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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Highline Wealth Partners's XSOE Position: Q2 2026 in Review

Highline Wealth Partners increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.51% in Q2 2026, buying an estimated $93 and bringing the position to 396 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Highline Wealth Partners first reported a position in XSOE in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.16M in Q2 2023. 35 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Highline Wealth Partners held 396 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $19.5K as of Q2 2026.
  • Highline Wealth Partners bought 2 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $93.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #402 holding.
  • Highline Wealth Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2.16M in Q2 2023.
  • 35 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.