IA
XSOE icon

IFP Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

IFP Advisors’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 		$6.26M Sell
127,200
-2,106
-2% -$97.9K 0.11% 199
2026
Q1 		$5.19M Buy
129,306
+20,843
+19% +$868K 0.11% 217
2025
Q4 		$4.23M Sell
108,463
-10,115
-9% -$391K 0.1% 226
2025
Q3 		$4.5M Sell
118,578
-5,302
-4% -$190K 0.12% 193
2025
Q2 		$4.27M Sell
123,880
-12,567
-9% -$402K 0.12% 184
2025
Q1 		$4.21M Sell
136,447
-2,152
-2% -$66.8K 0.13% 172
2024
Q4 		$4.22M Buy
138,599
+12,127
+10% +$388K 0.14% 159
2024
Q3 		$4.18M Sell
126,472
-3,122
-2% -$97K 0.15% 143
2024
Q2 		$3.97M Sell
129,594
-818
-0.6% -$24.5K 0.16% 133
2024
Q1 		$3.84M Buy
130,412
+4,806
+4% +$137K 0.17% 127
2023
Q4 		$3.63M Sell
125,606
-136
-0.1% -$3.7K 0.17% 123
2023
Q3 		$3.35M Sell
125,742
-31,510
-20% -$886K 0.15% 131
2023
Q2 		$4.4M Sell
157,252
-25,741
-14% -$713K 0.18% 114
2023
Q1 		$5.73M Sell
182,993
-23,115
-11% -$649K 0.25% 81
2022
Q4 		$6.48M Buy
206,108
+5,899
+3% +$153K 0.17% 106
2022
Q3 		$6.33M Buy
200,209
+18,911
+10% +$528K 0.17% 123
2022
Q2 		$5.74M Hold
181,298
– – 0.18% 117
2022
Q1 		$5.74M Buy
181,298
+105,983
+141% +$3.68M 0.18% 117
2021
Q4 		$2.79M Buy
75,315
+46,775
+164% +$1.76M 0.05% 198
2021
Q3 		$1.07M Buy
28,540
+10,908
+62% +$427K 0.02% 389
2021
Q2 		$736K Buy
17,632
+4,233
+32% +$175K 0.02% 446
2021
Q1 		$546K Buy
13,399
+6,365
+90% +$269K 0.01% 487
2020
Q4 		$278K Buy
7,034
+1,635
+30% +$60.1K 0.01% 692
2020
Q3 		$181K Buy
5,399
+4,031
+295% +$134K 0.01% 742
2020
Q2 		$40K Buy
1,368
+63
+5% +$1.72K ﹤0.01% 1311
2020
Q1 		$34K Sell
1,305
-40,245
-97% -$1.17M ﹤0.01% 1289
2019
Q4 		$1.3M Buy
41,550
+10
+0% +$293 0.1% 234
2019
Q3 		$1.14M Buy
+41,540
New +$1.16M 0.08% 272
2019
Q1 		– Sell
-4,430
Closed -$114K – 3498
2018
Q4 		$114K Sell
4,430
-525
-11% -$13.7K 0.01% 1129
2018
Q3 		$140K Hold
4,955
– – 0.01% 1281
2018
Q2 		$146K Buy
4,955
+2,055
+71% +$64.1K 0.01% 1257
2018
Q1 		$92K Hold
2,900
– – ﹤0.01% 1433
2017
Q4 		$92K Buy
+2,900
New +$89.6K ﹤0.01% 1445

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
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

IFP Advisors's XSOE Position: Q2 2026 in Review

IFP Advisors reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.6% in Q2 2026, selling an estimated $97.9K and leaving 127,200 shares worth $6.26M. The position accounts for 0.11% of the portfolio, ranked #199.

IFP Advisors first reported a position in XSOE in Q4 2017 and has held it in 33 quarters since. The position peaked at $6.48M in Q4 2022. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • IFP Advisors held 127,200 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $6.26M as of Q2 2026.
  • IFP Advisors sold 2,106 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $97.9K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.11% of IFP Advisors's portfolio in Q2 2026, its #199 holding.
  • IFP Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2017 and has held it in 33 quarters since.
  • IFP Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $6.48M in Q4 2022.
  • 236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.