HAG
XSOE icon

HighPoint Advisor Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

HighPoint Advisor Group’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 		$29.1M Buy
592,603
+161,435
+37% +$7.5M 1.03% 20
2026
Q1 		$17.3M Sell
431,168
-89,324
-17% -$3.72M 0.72% 29
2025
Q4 		$20.3M Buy
+520,492
New +$20.1M 0.45% 42

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

HighPoint Advisor Group's XSOE Position: Q2 2026 in Review

HighPoint Advisor Group increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 37% in Q2 2026, buying an estimated $7.5M and bringing the position to 592,603 shares worth $29.1M. The position accounts for 1.03% of the portfolio, ranked #20.

HighPoint Advisor Group first reported a position in XSOE in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • HighPoint Advisor Group held 592,603 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $29.1M as of Q2 2026.
  • HighPoint Advisor Group bought 161,435 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $7.5M.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 1.03% of HighPoint Advisor Group's portfolio in Q2 2026, its #20 holding.
  • HighPoint Advisor Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2025 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.